Civic Intelligence

Wildey Mitchell Family Foundation C/O Johnson Killen & Seiler Pa

990PF • Fiscal year 2019 • EIN 41-6222997

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 17, 2020

Organization Profile
230 W Superior Street No 800Duluth, MN 55802

(218) 722-6331

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,718,017

Down $432,633 (-8.4%) from 2015

Net Assets

$4,718,017

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin46th percentile

Revenue

Up

$422,153

Up $308,427 (+271%) from 2015

Expenses

Down

$415,155

Down $97,638 (-19%) from 2015

Net Income

Up

$6,998

Up $406,065 (+102%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,077,928Liabilities 2011: $02011Assets 2012: $5,849,297Liabilities 2012: $02012Assets 2013: $5,651,091Liabilities 2013: $02013Assets 2014: $5,549,670Liabilities 2014: $02014Assets 2015: $5,150,650Liabilities 2015: $02015Assets 2019: $4,718,017Liabilities 2019: $0Net Assets 2019: $4,718,0172019Assets 2020: $4,793,920Liabilities 2020: $0Net Assets 2020: $4,793,9202020Assets 2021: $4,989,988Liabilities 2021: $0Net Assets 2021: $4,989,9882021Assets 2022: $4,811,523Liabilities 2022: $0Net Assets 2022: $4,811,5232022Assets 2023: $4,737,755Liabilities 2023: $0Net Assets 2023: $4,737,7552023Assets 2024: $4,791,488Liabilities 2024: $0Net Assets 2024: $4,791,4882024

Highlighted filing

2019

Assets$4,718,017
Liabilities$0
Net Assets$4,718,017
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $342,429Expenses 2011: $509,981Net Income 2011: -$167,5522011Revenue 2012: $304,723Expenses 2012: $536,717Net Income 2012: -$231,9942012Revenue 2013: $352,609Expenses 2013: $550,723Net Income 2013: -$198,1142013Revenue 2014: $478,435Expenses 2014: $575,592Net Income 2014: -$97,1572014Revenue 2015: $113,726Expenses 2015: $512,793Net Income 2015: -$399,0672015Revenue 2019: $422,153Expenses 2019: $415,155Net Income 2019: $6,9982019Revenue 2020: $507,646Expenses 2020: $431,743Net Income 2020: $75,9032020Revenue 2021: $644,084Expenses 2021: $448,016Net Income 2021: $196,0682021Revenue 2022: $202,746Expenses 2022: $381,211Net Income 2022: -$178,4652022Revenue 2023: $345,387Expenses 2023: $419,155Net Income 2023: -$73,7682023Revenue 2024: $573,600Expenses 2024: $519,867Net Income 2024: $53,7332024

Highlighted filing

2019

Revenue$422,153
Expenses$415,155
Net Income$6,998
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 17, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL S ALTMANDirector-$0--
ROBERT J ZALLARDirector-$0--
DON CARLSONDirector-$0--
STEVE KRMPOTICHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wildey Mitchell Family Foundation
EIN
41-6222997
Phone
2187226331
Address
230 W SUPERIOR STREET NO 800, DULUTH, MN 55802

Signing Officer

Name
Robert Zallar
Title
Director
Phone
2187226331
Signed
2020-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Jessica Natus
Phone
2187224705
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0768911
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0521
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0521
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0285228
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0376057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt040125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt040125
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0367689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042419
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0415155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0418476
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0422153
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01689
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt042419
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0483683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0191861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt193367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0191861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt193367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0675544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt193367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0285228
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06998
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04718017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04711019
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04718017
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0307614
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0307614
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0307614
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0315135
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07521
IRS990PF/DistributableAmountGrp/TotalTaxAmt07521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010600
IRS990PF/FMVAssetsEOYAmt06541158
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06301398
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06301398
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0777984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0934577
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0909812
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02467561
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02338347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04158273
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01168792
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01040734
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01063495
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1590379
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1583381
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0177105
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0284660
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0284660
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04711019
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04718017
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06541158
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04711019
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04718017
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04711019
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04718017
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0119577
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0119699
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0124918
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06398673
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0275025
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06123648
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt095980
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0315135
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06302693
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06398673
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL S ALTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT J ZALLAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DON CARLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STEVE KRMPOTICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0230 W SUPERIOR ST SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1230 W SUPERIOR ST SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2230 W SUPERIOR ST SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3230 W SUPERIOR ST SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd155802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd355802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0423598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0427359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0426817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0353361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0425769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0465456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0524526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.067209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.065764

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,718,017
Liabilities
$0
Net assets
$4,718,017
Revenue
$422,153
Expenses
$415,155
Net income
$6,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$0.57$0.52$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.00$4.74$0.35$0.42$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.00$4.81$0.20$0.38$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$0.64$0.45$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$0.51$0.43$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.42$0.42$0.01
2015Summary only. Only limited summary data is available for this year.$5.15$0.00$0.11$0.51$0.40
2014Summary only. Only limited summary data is available for this year.$5.55$0.00$0.48$0.58$0.10
2013Summary only. Only limited summary data is available for this year.$5.65$0.00$0.35$0.55$0.20
2012Summary only. Only limited summary data is available for this year.$5.85$0.00$0.30$0.54$0.23
2011Summary only. Only limited summary data is available for this year.$6.08$0.00$0.34$0.51$0.17