Civic Intelligence

Sachs Fund

990PF • Fiscal year 2024 • EIN 43-6032385

May 01, 2023 to Apr 30, 2024 • Filed on Jul 15, 2024

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

1st percentile

-941%

Higher net margin than 1% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

16th percentile

-5.2%

Faster asset growth than 16% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,369,177

Down $347,439 (-5.2%) from 2023

Net Assets

Down

$6,369,177

Down $347,439 (-5.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin1st percentile

Revenue

Down

$36,941

Down $149,108 (-80%) from 2023

Expenses

Up

$384,380

Up $171,968 (+81%) from 2023

Net Income

Down

-$347,439

Down $321,076 (-1218%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2024

Assets$6,369,177
Liabilities$0
Net Assets$6,369,177
Open 2024 Filing

Operations Trend

Revenue Growth2nd 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

2024

Revenue$36,941
Expenses$384,380
Net Income-$347,439
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Jul 15, 2024
Return Version
2023v5.1
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
2024-07-15
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/StockNm71VANGUARD DIVIDEND APPRECIATION (VIG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VANGUARD MIDCAP VIPER (VO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VERIZON COMMUNICATIONS (VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VISA INC - CLASS A SHRS (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VULCAN MATERIALS COMPANY (VMC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WALT DISNEY CO (DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PIMCO ENHANCED SHORT MATURITY EXCHANGE-TRADED FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0169965
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-160686
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt027662
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt036941
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt036941
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01725
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0328000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0328000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0167644
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0169965
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-347439
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02044981
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt027662
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt027662
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-160686
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0142399
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt051735
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt051735
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0309
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0328863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt052907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0384380
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0195306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt036941
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt052907
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt056380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0127315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12078352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-156350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-156350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0122979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11922002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-160686
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-347439
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06369177
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06716616
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06369177
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0328014
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0328014
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0328014
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0329993
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01979
IRS990PF/DistributableAmountGrp/TotalTaxAmt01979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02280
IRS990PF/FMVAssetsEOYAmt06819607
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06172535
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05980128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06430558
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06716616
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06369177
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0544082
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0389050
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0389050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06716616
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06369177
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06819607
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06716616
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06369177
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06716616
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06369177
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06700365
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0460111
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06240254
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0100505
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0329993
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06599860
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06700365
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY L SACHS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN E SACHS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOZMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOZMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd121612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0328863
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0328863
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,369,177
Liabilities
$0
Net assets
$6,369,177
Revenue
$36,941
Expenses
$384,380
Net income
-$347,439
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