Civic Intelligence

George Healy Trust

990 • Fiscal year 2024 • EIN 41-6025817

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 24, 2025

Organization ProfileN/A
PO Box 0634Milwaukee, WI 53201-0634

(855) 594-7236

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2024 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.00x

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

2024 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2024

Net Margin

21st percentile

-7.2%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$8,153

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

2024 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2024

Asset Growth

16th percentile

-0.8%

Faster asset growth than 16% of similar nonprofits.

2024 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

27%

Faster revenue growth than 66% of similar nonprofits.

2024 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$524,707

Down $4,412 (-0.8%) from 2023

Net Assets

Down

$524,707

Down $4,412 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin21st percentile

Revenue

Up

$37,220

Up $7,860 (+27%) from 2023

Expenses

Down

$39,894

Down $3,922 (-9.0%) from 2023

Net Income

Up

-$2,674

Up $11,782 (+82%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$600K$400K$200K$0Assets 2010: $496,196Liabilities 2010: $0Net Assets 2010: $496,1962010Assets 2011: $496,542Liabilities 2011: $0Net Assets 2011: $496,5422011Assets 2012: $499,721Liabilities 2012: $0Net Assets 2012: $499,7212012Assets 2013: $516,074Liabilities 2013: $209Net Assets 2013: $515,8652013Assets 2014: $549,011Liabilities 2014: $0Net Assets 2014: $549,0112014Assets 2015: $581,947Liabilities 2015: $0Net Assets 2015: $581,9472015Assets 2016: $576,692Liabilities 2016: $0Net Assets 2016: $576,6922016Assets 2017: $590,157Liabilities 2017: $0Net Assets 2017: $590,1572017Assets 2018: $583,299Liabilities 2018: $0Net Assets 2018: $583,2992018Assets 2019: $574,474Liabilities 2019: $0Net Assets 2019: $574,4742019Assets 2020: $563,497Liabilities 2020: $0Net Assets 2020: $563,4972020Assets 2021: $553,535Liabilities 2021: $0Net Assets 2021: $553,5352021Assets 2022: $543,586Liabilities 2022: $0Net Assets 2022: $543,5862022Assets 2023: $529,119Liabilities 2023: $0Net Assets 2023: $529,1192023Assets 2024: $524,707Liabilities 2024: $0Net Assets 2024: $524,7072024

Highlighted filing

2024

Assets$524,707
Liabilities$0
Net Assets$524,707
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $17,7782010Expenses 2011: $22,3632011Expenses 2012: $19,4152012Revenue 2013: $36,871Expenses 2013: $20,727Net Income 2013: $16,1442013Revenue 2014: $60,235Expenses 2014: $27,092Net Income 2014: $33,1432014Revenue 2015: $65,405Expenses 2015: $32,465Net Income 2015: $32,9402015Revenue 2016: $27,422Expenses 2016: $32,777Net Income 2016: -$5,3552016Revenue 2017: $45,099Expenses 2017: $31,678Net Income 2017: $13,4212017Revenue 2018: $25,568Expenses 2018: $30,760Net Income 2018: -$5,1922018Revenue 2019: $22,451Expenses 2019: $30,632Net Income 2019: -$8,1812019Revenue 2020: $14,225Expenses 2020: $25,973Net Income 2020: -$11,7482020Revenue 2021: $21,328Expenses 2021: $27,980Net Income 2021: -$6,6522021Revenue 2022: $22,233Expenses 2022: $31,858Net Income 2022: -$9,6252022Revenue 2023: $29,360Expenses 2023: $43,816Net Income 2023: -$14,4562023Revenue 2024: $37,220Expenses 2024: $39,894Net Income 2024: -$2,6742024

Highlighted filing

2024

Revenue$37,220
Expenses$39,894
Net Income-$2,674
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Gross Receipts
$56,972
Mission and Program Overview

Mission

To maintain permanent improvement of Oakwood Cemetry

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$529,119$524,707▼ $4,412
Investments in Publicly Traded Securities$524,901$522,435▼ $2,466
Savings and Temporary Cash Investments$3,349$1,286▼ $2,063
Cash and Non-Interest-Bearing Accounts$52$106▲ $54
Total Assets$529,119$524,707▼ $4,412
Other Assets Total$817$880▲ $63
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$529,119$524,707▼ $4,412
Total Liabilities and Net Assets / Fund Balance$529,119$524,707▼ $4,412
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleBaseTotal
-Trustee$8,153$8,153
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$37,210
Other Revenue
$10
Change in Net Assets
$-2,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,778
Salaries, Compensation, and Employee Benefits$8,153
Other Expenses$7,963
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,778--$23,778
Current Officers, Directors, Trustees, and Key Employees-$8,153-$8,153
Fees for Services Legal-$6,815-$6,815
Fees for Services Accounting-$750-$750
Other Expenses$25$373-$373
Total Functional Expenses$23,803$16,091$0$39,894
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rochester Cemetery AssociationRochester, MN501(c)(13)To Maintain Permanent Improvement of Oakwood Cemetry$23,778
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“By the rochester cemetery assn board”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Form 990, Page 7, Part VII, Section A

“US BANK NA - TRUSTEE - 8”

Filing and Contact Details

Filer

Filer Name
George Healy Tr
EIN
41-6025817
Phone
8555947236
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8555947236
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Formed
1959
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“PY ROC ADJUSTMENT”

Raw XML Appendix264 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To maintain permanent improvement of Oakwood Cemetry
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990/BooksInCareOfDetail/PhoneNum08555947236
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0155 1ST AVE SW
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055902
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt052
IRS990/CashNonInterestBearingGrp/EOYAmt0106
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08153
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt08153
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt023778
IRS990/CYInvestmentIncomeAmt037210
IRS990/CYOtherExpensesAmt07963
IRS990/CYOtherRevenueAmt010
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-2674
IRS990/CYSalariesCompEmpBnftPaidAmt08153
IRS990/CYTotalExpensesAmt039894
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt037220
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Made distributions for permanent improvements and maintenance of Oakwood Cemetry as required by the George Healy Trust
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt023778
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0750
IRS990/FeesForServicesAccountingGrp/TotalAmt0750
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06815
IRS990/FeesForServicesLegalGrp/TotalAmt06815
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt08153
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt08075
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt023778
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt023778
IRS990/GrantsToDomesticOrgsGrp/TotalAmt023778
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt027827
IRS990/GrossReceiptsAmt056972
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt029135
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029135
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0524901
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0522435
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019752
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt010
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt010
IRS990/MissionDesc0To maintain permanent improvement of Oakwood Cemetry
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0529119
IRS990/NetAssetsOrFundBalancesEOYAmt0524707
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08075
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08075
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0817
IRS990/OtherAssetsTotalGrp/EOYAmt0880
IRS990/OtherChangesInNetAssetsAmt0-1738
IRS990/OtherExpensesGrp/Desc0STATE FILING FEE/TAX
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0373
IRS990/OtherExpensesGrp/ProgramServicesAmt025
IRS990/OtherExpensesGrp/TotalAmt025
IRS990/OtherExpensesGrp/TotalAmt1373
IRS990/OtherRevenueTotalAmt010
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt022639
IRS990/PYInvestmentIncomeAmt029347
IRS990/PYOtherExpensesAmt013425
IRS990/PYOtherRevenueAmt013
IRS990/PYRevenuesLessExpensesAmt0-14456
IRS990/PYSalariesCompEmpBnftPaidAmt07752
IRS990/PYTotalExpensesAmt043816
IRS990/PYTotalRevenueAmt029360
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-2674
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0529119
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0524707
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03349
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01286
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt023778
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(13)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO MAINTAIN PERMANENT IMPROVEMENT OF OAKWOOD CEMETRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROCHESTER CEMETERY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0410506932
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt038-7TH AVE NE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055906
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MONITORING OF THE GRANT IS DONE UNDER THE DIRECTION OF THE BOARD OF THE ROCHESTER CEMETERY ASSOCIATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BY THE ROCHESTER CEMETERY ASSN BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3US BANK NA - TRUSTEE - 8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PY ROC ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt039894
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0529119
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0529119
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08555947236
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE HEALY TR
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0416025817
ReturnHeader/Filer/PhoneNum08555947236
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-09T14:01:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$524,707
Liabilities
$0
Net assets
$524,707
Revenue
$37,220
Expenses
$39,894
Net income
-$2,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.37$0.40$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.29$0.44$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.22$0.32$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.21$0.28$0.07
2020Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.14$0.26$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.22$0.31$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.26$0.31$0.05
2017Summary only. Only limited summary data is available for this year.$5.90$0.00$5.90$0.45$0.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.27$0.33$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.65$0.32$0.33
2014Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.60$0.27$0.33
2013Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.37$0.21$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.00$5.00$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.00$4.97$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.00$4.96$0.18