Civic Intelligence

The Chester Johnson Charitable Trust

990PF • Fiscal year 2018 • EIN 41-1754292

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 16, 2018

1358 Lisa LaneBalaton, MN 56115

(507) 734-5531

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

45th percentile

$6,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

51st percentile

0.9%

Faster asset growth than 51% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,627,412

Up $14,160 (+0.9%) from 2017

Net Assets

Up

$1,627,412

Up $14,160 (+0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$117,420

Up $22,675 (+24%) from 2017

Expenses

Down

$103,260

Down $633 (-0.6%) from 2017

Net Income

Up

$14,160

Up $23,308 (+255%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,559,148Liabilities 2010: $0Net Assets 2010: $1,559,1482010Assets 2011: $1,553,145Liabilities 2011: $0Net Assets 2011: $1,553,1452011Assets 2012: $1,561,423Liabilities 2012: $0Net Assets 2012: $1,561,4232012Assets 2013: $1,656,460Liabilities 2013: $12013Assets 2014: $1,609,362Liabilities 2014: $0Net Assets 2014: $1,609,3622014Assets 2015: $1,641,597Liabilities 2015: $0Net Assets 2015: $1,641,5972015Assets 2016: $1,622,400Liabilities 2016: $0Net Assets 2016: $1,622,4002016Assets 2017: $1,613,252Liabilities 2017: $0Net Assets 2017: $1,613,2522017Assets 2018: $1,627,412Liabilities 2018: $0Net Assets 2018: $1,627,4122018Assets 2019: $1,628,417Liabilities 2019: $0Net Assets 2019: $1,628,4172019Assets 2020: $1,639,250Liabilities 2020: $12020Assets 2021: $1,604,471Liabilities 2021: $0Net Assets 2021: $1,604,4712021Assets 2022: $1,604,223Liabilities 2022: $0Net Assets 2022: $1,604,2232022Assets 2023: $1,522,194Liabilities 2023: $0Net Assets 2023: $1,522,1942023Assets 2024: $1,531,460Liabilities 2024: $12024Assets 2025: $1,595,924Liabilities 2025: $0Net Assets 2025: $1,595,9242025

Highlighted filing

2018

Assets$1,627,412
Liabilities$0
Net Assets$1,627,412

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $77,6112010Expenses 2011: $61,8862011Expenses 2012: $60,8732012Revenue 2013: $163,876Expenses 2013: $68,839Net Income 2013: $95,0372013Revenue 2014: $87,700Expenses 2014: $134,798Net Income 2014: -$47,0982014Revenue 2015: $102,773Expenses 2015: $70,538Net Income 2015: $32,2352015Revenue 2016: $66,972Expenses 2016: $86,169Net Income 2016: -$19,1972016Revenue 2017: $94,745Expenses 2017: $103,893Net Income 2017: -$9,1482017Revenue 2018: $117,420Expenses 2018: $103,260Net Income 2018: $14,1602018Revenue 2019: $108,693Expenses 2019: $107,688Net Income 2019: $1,0052019Revenue 2020: $123,845Expenses 2020: $113,012Net Income 2020: $10,8332020Revenue 2021: $74,083Expenses 2021: $108,862Net Income 2021: -$34,7792021Revenue 2022: $117,423Expenses 2022: $117,671Net Income 2022: -$2482022Revenue 2023: $77,098Expenses 2023: $159,127Net Income 2023: -$82,0292023Revenue 2024: $91,472Expenses 2024: $82,206Net Income 2024: $9,2662024Revenue 2025: $178,992Expenses 2025: $114,528Net Income 2025: $64,4642025

Highlighted filing

2018

Revenue$117,420
Expenses$103,260
Net Income$14,160
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 16, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE STAFNETrustee-$6,000-$6,000
CURTIS PETERSONTrustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
The Chester Johnson Charitable Trust
EIN
41-1754292
Phone
5077345531
Address
1358 LISA LANE, BALATON, MN 56115

Signing Officer

Name
Lee Stafne
Title
Trustee
Phone
5077345531
Signed
2018-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Dana F Cole & Company Llp
Address
310 WEST COLLEGE DRIVE PO BOX 618, MARSHALL, MN 56258-0618
Preparer
Greg Shaw
Phone
5075322295
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0614
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0530
IRS990PF/FMVAssetsEOYAmt01627412
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01603997
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01625614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt049282
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt049282
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt049282
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0367275
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0348923
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0348923
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt075667
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt075667
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt075667
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt075667
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01109670
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01133344
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01133344
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09255
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01798
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011358
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020196
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020196
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01613252
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01627412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01627412
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01613252
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01627412
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01613252
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01627412
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02163269
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025503
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02137766
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032449
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0106541
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02130820
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02163269
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LEE STAFNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CURTIS PETERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01358 LISA LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11648 110TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BALATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BALATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd056115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd156115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt097832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt098966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt098333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt089529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt065258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0127295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt064381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.032266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.065995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.035454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02130820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02001249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01916463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02022488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01928852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01815912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt099133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229567
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt097999
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt099133
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01134
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt099133
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/IndividualWithBooksNm0LEE STAFNE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01358 LISA LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BALATON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd056115
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05077345531
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/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt218133
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt820000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt914000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATION OF HISTORICAL SOCIETY AND MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATION OF PRESCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CAPITAL IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CAPITAL IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TRACY HOSPICE HOUSE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BALATON AREA HISTORICAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BALATON CHAMBER OF COMMERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TRACY INDEPENDENT SCHOOL DISTRICT #2904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CITY OF BALATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TRINITY LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TRACY KIDS WORLD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.18$0.11$0.06
2024Summary only. Only limited summary data is available for this year.$1.53$0.00$0.09$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12$0.12$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.07$0.11$0.03
2020Summary only. Only limited summary data is available for this year.$1.64$0.00$0.12$0.11$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.11$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.10$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.09$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.10$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$1.66$0.00$0.16$0.07$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08