Civic Intelligence

Sachs Fund

990PF • Fiscal year 2022 • EIN 43-6032385

May 01, 2021 to Apr 30, 2022 • Filed on Aug 10, 2022

Organization Profile
24375 Widgeon Place 42St Michaels, MD 21663

(636) 537-1000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

97th percentile

99%

Higher net margin than 97% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

99th percentile

531%

Faster asset growth than 99% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

292%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,742,979

Up $5,675,101 (+531%) from 2021

Net Assets

Up

$6,742,979

Up $5,675,101 (+531%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin97th percentile

Revenue

Up

$5,787,060

Up $4,311,932 (+292%) from 2021

Expenses

Up

$84,580

Up $52,029 (+160%) from 2021

Net Income

Up

$5,702,480

Up $4,259,903 (+295%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth99th 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: $327,221Liabilities 2012: $1492012Assets 2013: $66,436Liabilities 2013: $1492013Assets 2014: $63,526Liabilities 2014: $02014Assets 2015: $62,287Liabilities 2015: $02015Assets 2016: $60,808Liabilities 2016: $02016Assets 2020: $52,454Liabilities 2020: $02020Assets 2021: $1,067,878Liabilities 2021: $0Net Assets 2021: $1,067,8782021Assets 2022: $6,742,979Liabilities 2022: $0Net Assets 2022: $6,742,9792022Assets 2023: $6,716,616Liabilities 2023: $0Net Assets 2023: $6,716,6162023Assets 2024: $6,369,177Liabilities 2024: $0Net Assets 2024: $6,369,1772024Assets 2025: $6,237,320Liabilities 2025: $0Net Assets 2025: $6,237,3202025

Highlighted filing

2022

Assets$6,742,979
Liabilities$0
Net Assets$6,742,979
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,007,610Expenses 2012: $1,037,349Net Income 2012: -$29,7392012Revenue 2013: $21,259Expenses 2013: $281,968Net Income 2013: -$260,7092013Revenue 2014: $253,235Expenses 2014: $256,145Net Income 2014: -$2,9102014Revenue 2015: $252,337Expenses 2015: $253,576Net Income 2015: -$1,2392015Revenue 2016: $250,788Expenses 2016: $252,267Net Income 2016: -$1,4792016Revenue 2020: $2,959Expenses 2020: $7,325Net Income 2020: -$4,3662020Revenue 2021: $1,475,128Expenses 2021: $32,551Net Income 2021: $1,442,5772021Revenue 2022: $5,787,060Expenses 2022: $84,580Net Income 2022: $5,702,4802022Revenue 2023: $186,049Expenses 2023: $212,412Net Income 2023: -$26,3632023Revenue 2024: $36,941Expenses 2024: $384,380Net Income 2024: -$347,4392024Revenue 2025: $252,927Expenses 2025: $384,784Net Income 2025: -$131,8572025

Highlighted filing

2022

Revenue$5,787,060
Expenses$84,580
Net Income$5,702,480
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Aug 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY L SACHSTrustee-$0--
SUSAN E SACHSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sachs Fund
EIN
43-6032385
Phone
6365371000
Address
24375 WIDGEON PLACE 42, ST MICHAELS, MD 21663

Signing Officer

Name
Mary L Sachs
Title
Trustee
Phone
6365371000
Signed
2022-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
7676 FORSYTH BLVD SUITE 2100, SAINT LOUIS, MO 63105
Preparer
Christopher J Coleman
Phone
3142903300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VULCAN MATERIALS COMPANY (VMC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49AT & T INC (T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VERIZON COMMUNICATIONS (VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51AMERICAN WATER WORKS CO INC/NE (AWK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SEMPRA ENERGY COM (SRE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VANGUARD SHORT TERM BOND ETF (BSV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55AMEX CONSUMER DISCR SPDR (XLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56BOOKING HOLDINGS INC (BKNG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WARNER BROS DISCOVERY INC (WBD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CVS HEALTH CORPORATION (CVS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MONDELEZ INTERNATIONAL INC (MDLZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60AMEX ENERGY SELECT SPDR (XLE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61BLACKROCK INC (BLK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63FINANCIAL SELECT SECTOR SPDR FUNS (XLF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AMGEN INC (AMGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ELI LILLY & CO COM (LLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HEALTH CARE SELECT SECTOR SPDR FUND (XLV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ORGANON & CO (OGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68THERMO FISHER SCIENTIFIC INC (TMO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNITEDHEALTH GROUP INC (UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70AMEX INDUSTRIAL SPDR (XLI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71BOEING CO (BA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ALPHABET INC CL C (GOOG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73AMEX TECHNOLOGY SELECT SPDR (XLK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CISCO SYSTEMS INC (CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75FIDELITY NATL INFORMATION SVCS INC (FIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LAM RESEARCH CORP COM (LRCX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77META PLATFORMS INC (FB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VISA INC - CLASS A SHRS (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79AMEX MATERIALS SPDR (XLB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80DIAGEO PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MEDTRONIC, PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84COMMUNICATIONS SERVICES SELECT SECTOR SPDR FUND (XLC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ISHARES CORE S&P SMALL-CAP ETF (IJR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ISHARES S&P MID-CAP 400 VALUE (IJJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VANGUARD DIVIDEND APPRECIATION (VIG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91INVESCO OPTIMUM YIELD DIVERSIF (PDBC)
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0156332
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09115
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0270
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0165717
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0165717
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09115
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt055000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt055000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05621343
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0154734
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0156332
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05702480
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0286487
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09115
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0135784
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt027386
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt027386
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0224
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt055725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028335
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt084580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0164119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05787060
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028335
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0277372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0284762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09115
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05702480
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt027379
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06770358
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01067878
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06742979
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0216073
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0216073
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0216073
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0217960
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01887
IRS990PF/DistributableAmountGrp/TotalTaxAmt01887
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01887
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01887
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01887
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01887
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt06750738
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0895569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06210659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06218418
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01067878
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06742979
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0172309
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0532320
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0532320
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01067878
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06742979
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06750738
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01067878
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06742979
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01067878
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06742979
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04425580
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0367313
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04058267
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt066384
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0217960
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04359196
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04425580
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,742,979
Liabilities
$0
Net assets
$6,742,979
Revenue
$5,787,060
Expenses
$84,580
Net income
$5,702,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.25$0.38$0.13
2024Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.04$0.38$0.35
2023Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.19$0.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$5.79$0.08$5.70
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.48$0.03$1.44
2020Summary only. Only limited summary data is available for this year.$0.05$0.00$0.00$0.01$0.00
2016Summary only. Only limited summary data is available for this year.$0.06$0.00$0.25$0.25$0.00
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$0.25$0.25$0.00
2014Summary only. Only limited summary data is available for this year.$0.06$0.00$0.25$0.26$0.00
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$0.02$0.28$0.26
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$1.01$1.04$0.03