Civic Intelligence

The Chester Johnson Charitable Trust

990PF • Fiscal year 2021 • EIN 41-1754292

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 23, 2021

Organization Profile
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

31st percentile

0.00x

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

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

Liabilities / Revenue

30th percentile

0.00x

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

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

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

49th percentile

$8,500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

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

Asset Growth

20th percentile

-2.1%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,604,471

Down $34,779 (-2.1%) from 2020

Net Assets

$1,604,471

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin8th percentile

Revenue

Down

$74,083

Down $49,762 (-40%) from 2020

Expenses

Down

$108,862

Down $4,150 (-3.7%) from 2020

Net Income

Down

-$34,779

Down $45,612 (-421%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

2021

Assets$1,604,471
Liabilities$0
Net Assets$1,604,471
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

2021

Revenue$74,083
Expenses$108,862
Net Income-$34,779
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE STAFNETrustee-$8,500-$8,500
CURTIS PETERSONTrustee-$8,500-$8,500
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
2021-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Dana F Cole & Company Llp
Address
310 WEST COLLEGE DRIVE, MARSHALL, MN 56258
Preparer
Greg Shaw
Phone
5075322295
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NUTRIEN LIMITED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ROYAL DUTCH SHELL PLC ADR B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ROYAL DUTCH SHELL PLC ADR A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ROYAL DUTCH SHELL PLC ADR A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BLACKSTONE GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ECOLAB INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PRINCIPAL FINANCIAL GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ORGANON & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02736
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-34779
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01604471
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01639250
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01604471
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0109888
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0109888
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0109888
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0110857
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0969
IRS990PF/DistributableAmountGrp/TotalTaxAmt0969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt02522166
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01660987
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01659165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt049282
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt049282
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt068478
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0359178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0301208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0868825
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt075667
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt075667
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt075667
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt075667
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01137077
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01162652
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01493534
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-21737
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-54694
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018046
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015662
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015662
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01639250
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01604471
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02522166
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01639250
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01604471
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01639250
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01604471
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02250899
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02216799
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033763
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0110857
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02217136
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02250899
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt08500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt18500
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0103221
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0103221
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0103221
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/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/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/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt67500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt822500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt919971
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0INFORMATION CENTER - TRACY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PARKS - HANDICAP SIDEWALKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3BALATON CITY FUNFEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CEMETARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL BUILDING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9OPERATION OF PRESCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TRACY INDEPENDENT SCHOOL DISTRICT #2904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CITY OF BALATON

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,604,471
Liabilities
$0
Net assets
$1,604,471
Revenue
$74,083
Expenses
$108,862
Net income
-$34,779
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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