Civic Intelligence

Abele Family Foundation

990PF • Fiscal year 2017 • EIN 45-3795823

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 11, 2018

Organization Profile
5 Bluff ViewMedford, NJ 08055

(856) 988-6176

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

100th percentile

987%

Faster asset growth than 100% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2015 to 2017

Revenue Growth

99th percentile

1361%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$41,861,291

Up $41,506,886 (+11712%) from 2015

Net Assets

$41,842,491

No earlier filing loaded for comparison.

Liabilities

Up

$18,800

Up $18,800 from 2015

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin99th percentile

Revenue

Up

$40,603,972

Up $40,413,706 (+21241%) from 2015

Expenses

Up

$219,102

Up $209,913 (+2284%) from 2015

Net Income

Up

$40,384,870

Up $40,203,793 (+22203%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$60M$40M$20M$0Assets 2012: $52,670Liabilities 2012: $02012Assets 2013: $217,703Liabilities 2013: $02013Assets 2014: $277,430Liabilities 2014: $02014Assets 2015: $354,405Liabilities 2015: $02015Assets 2017: $41,861,291Liabilities 2017: $18,800Net Assets 2017: $41,842,4912017Assets 2018: $44,091,250Liabilities 2018: $0Net Assets 2018: $44,091,2502018Assets 2019: $43,418,009Liabilities 2019: $0Net Assets 2019: $43,418,0092019Assets 2020: $43,058,961Liabilities 2020: $317,709Net Assets 2020: $42,741,2522020Assets 2021: $41,812,023Liabilities 2021: $0Net Assets 2021: $41,812,0232021Assets 2022: $34,671,291Liabilities 2022: $0Net Assets 2022: $34,671,2912022Assets 2023: $34,333,787Liabilities 2023: $0Net Assets 2023: $34,333,7872023Assets 2024: $37,277,404Liabilities 2024: $0Net Assets 2024: $37,277,4042024Assets 2025: $37,023,225Liabilities 2025: $0Net Assets 2025: $37,023,2252025

Highlighted filing

2017

Assets$41,861,291
Liabilities$18,800
Net Assets$41,842,491
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$60M$40M$20M$0-$20MRevenue 2012: $95,133Expenses 2012: $0Net Income 2012: $95,1332012Revenue 2013: $265,266Expenses 2013: $52,794Net Income 2013: $212,4722013Revenue 2014: $185,432Expenses 2014: $12,563Net Income 2014: $172,8692014Revenue 2015: $190,266Expenses 2015: $9,189Net Income 2015: $181,0772015Revenue 2017: $40,603,972Expenses 2017: $219,102Net Income 2017: $40,384,8702017Revenue 2018: $2,654,752Expenses 2018: $1,509,109Net Income 2018: $1,145,6432018Revenue 2019: $2,324,495Expenses 2019: $2,965,622Net Income 2019: -$641,1272019Revenue 2020: $1,675,580Expenses 2020: $2,333,324Net Income 2020: -$657,7442020Revenue 2021: $1,296,192Expenses 2021: $2,105,414Net Income 2021: -$809,2222021Revenue 2022: $420,255Expenses 2022: $2,336,645Net Income 2022: -$1,916,3902022Revenue 2023: $437,644Expenses 2023: $2,234,221Net Income 2023: -$1,796,5772023Revenue 2024: $1,150,593Expenses 2024: $2,134,700Net Income 2024: -$984,1072024Revenue 2025: $2,062,146Expenses 2025: $2,295,051Net Income 2025: -$232,9052025

Highlighted filing

2017

Revenue$40,603,972
Expenses$219,102
Net Income$40,384,870
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 11, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILBERT D ABELEPresident/Tr-$0--
JOAN ABELEVice Preside-$0--
KAREN E SCHEUVice Preside-$0--
NINA B STRYKERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Abele Family Foundation
EIN
45-3795823
Phone
8569886176
Address
5 BLUFF VIEW, MEDFORD, NJ 08055

Signing Officer

Name
Wilbert D Abele
Title
President/treasurer
Phone
8569886176
Signed
2018-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Bee Bergvall & Co
Address
PO BOX 754, WARRINGTON, PA 18976-0754
Preparer
James L Bee CPA
Phone
2153432727
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt656010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt756010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt856010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt956010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt109995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1116995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1217605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-5670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-4403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-3071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt94707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-5670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-4403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt94707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15800000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt751607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt852939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt960717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt109553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1117921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1217463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0572,709.163 SHS BAIRD ULTRA SHORT BO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1577,114.428 SHS BAIRD ULTRA SHORT BO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2323,383.085 SHS BAIRD ULTRA SHORT BO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3348,605.578 SHS BAIRD ULTRA SHORT BO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4318,407.960 SHS BAIRD ULTRA SHORT BO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5248,756.219 SHS BAIRD ULTRA SHORT BO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc65,288.008 SHS MAINGATE MLP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75,421.104 SHS MAINGATE MLP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc85,561.072 SHS MAINGATE MLP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc96,378.132 SHS MAINGATE MLP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1047 SHS 3M CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11274 SHS REYNOLDS AMERN INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12267 SHS REYNOLDS AMERN INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1380 SHS AUTOMATIC DATA PROCESSING INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07491
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt07491
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt040384870
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt043679
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0481339
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt041886170
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01019961
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt041842491
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01530538
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01530538
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01530538
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01537769
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07231
IRS990PF/DistributableAmountGrp/TotalTaxAmt07231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08635
IRS990PF/FMVAssetsEOYAmt041861291
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt018800
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0538567
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt058526
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt058526
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0956072
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0956072
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0481394
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt040311934
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt040311934
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01019961
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt041842491
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0534759
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0534759
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01019961
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt041861291
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt041861291
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt018800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01019961
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt041861291
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01019961
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt041842491
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031223744
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03657353
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026748144
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0468356
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0818247
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01537769
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt030755388
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031223744
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.40
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/PersonNm0WILBERT D ABELE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN ABELE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KAREN E SCHEU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NINA B STRYKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05 BLUFF VIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15 BLUFF VIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2707 NICHOLAS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt326 KULP ROAD EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MEDFORD

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,861,291
Liabilities
$18,800
Net assets
$41,842,491
Revenue
$40,603,972
Expenses
$219,102
Net income
$40,384,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$2.06$2.30$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$0.00$37.3$1.15$2.13$0.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.00$34.3$0.44$2.23$1.80
2022Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$0.42$2.34$1.92
2021Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$1.30$2.11$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.1$0.32$42.7$1.68$2.33$0.66
2019Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$2.32$2.97$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.1$0.00$44.1$2.65$1.51$1.15
2017Detailed filing. Detailed filing data is available for this year.$41.9$0.02$41.8$40.6$0.22$40.4
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.19$0.01$0.18
2014Summary only. Only limited summary data is available for this year.$0.28$0.00$0.19$0.01$0.17
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.27$0.05$0.21
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.10$0.00$0.10