Civic Intelligence

Be Foundation Inc.

990PF • Fiscal year 2023 • EIN 45-4678127

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 26, 2024

Organization Profile

View Organization Page

18 Beauiles LaneRedding, CT 06896

(203) 938-9000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.09x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

1.03x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

10th percentile

-73%

Higher net margin than 10% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$257,946

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 51.2% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

12th percentile

-7.4%

Faster asset growth than 12% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

25%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$5,869,544

Down $469,795 (-7.4%) from 2022

Net Assets

Down

$5,351,422

Down $366,199 (-6.4%) from 2022

Liabilities

Down

$518,122

Down $103,596 (-17%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin10th percentile

Revenue

Up

$503,395

Up $101,952 (+25%) from 2022

Expenses

Up

$869,594

Up $28,872 (+3.4%) from 2022

Net Income

Up

-$366,199

Up $73,080 (+17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$10M$5.0M$0Assets 2013: $9,582,916Liabilities 2013: $2782013Assets 2014: $8,939,924Liabilities 2014: $353Net Assets 2014: $8,939,5712014Assets 2015: $8,581,907Liabilities 2015: $6,974Net Assets 2015: $8,574,9332015Assets 2016: $8,036,756Liabilities 2016: $16,775Net Assets 2016: $8,019,9812016Assets 2017: $7,660,940Liabilities 2017: $3,922Net Assets 2017: $7,657,0182017Assets 2018: $7,164,477Liabilities 2018: $5,441Net Assets 2018: $7,159,0362018Assets 2019: $7,490,968Liabilities 2019: $1,752Net Assets 2019: $7,489,2162019Assets 2020: $6,786,901Liabilities 2020: $4,460Net Assets 2020: $6,782,4412020Assets 2021: $6,160,768Liabilities 2021: $3,868Net Assets 2021: $6,156,9002021Assets 2022: $6,339,339Liabilities 2022: $621,718Net Assets 2022: $5,717,6212022Assets 2023: $5,869,544Liabilities 2023: $518,122Net Assets 2023: $5,351,4222023Assets 2024: $5,878,291Liabilities 2024: $831,563Net Assets 2024: $5,046,7282024

Highlighted filing

2023

Assets$5,869,544
Liabilities$518,122
Net Assets$5,351,422
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $1,050,676Expenses 2013: $186,820Net Income 2013: $863,8562013Revenue 2014: $133,033Expenses 2014: $776,100Net Income 2014: -$643,0672014Revenue 2015: $162,375Expenses 2015: $527,013Net Income 2015: -$364,6382015Revenue 2016: $139,676Expenses 2016: $694,628Net Income 2016: -$554,9522016Revenue 2017: $401,971Expenses 2017: $764,934Net Income 2017: -$362,9632017Revenue 2018: $260,383Expenses 2018: $758,365Net Income 2018: -$497,9822018Revenue 2019: $1,463,239Expenses 2019: $1,133,059Net Income 2019: $330,1802019Revenue 2020: $105,699Expenses 2020: $812,474Net Income 2020: -$706,7752020Revenue 2021: $332,162Expenses 2021: $957,703Net Income 2021: -$625,5412021Revenue 2022: $401,443Expenses 2022: $840,722Net Income 2022: -$439,2792022Revenue 2023: $503,395Expenses 2023: $869,594Net Income 2023: -$366,1992023Revenue 2024: $650,869Expenses 2024: $955,563Net Income 2024: -$304,6942024

Highlighted filing

2023

Revenue$503,395
Expenses$869,594
Net Income-$366,199
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 26, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD J WENNINGExecutive DirectorFT$199,386$58,560$257,946
GREGORY S YOUNGDirector-$106$48,597$48,703
Filing and Contact Details

Filer

Filer Name
Be Foundation
EIN
45-4678127
Phone
2039389000
Address
18 BEAUILES LANE, REDDING, CT 06896

Signing Officer

Name
Richard J Wenning
Title
Executive Director
Phone
2039389000
Signed
2024-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Capossela Cohen LLC
Address
368 CENTER STREET, SOUTHPORT, CT 06890
Preparer
Joseph V Barranca CPA
Phone
2032547000
Raw XML AppendixShowing 400 of 774 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt86830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-15870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-13010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1428970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt159226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1682193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt182429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-2592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt215859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23181426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt317324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt449945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt575873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt624046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt79671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt889085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt920425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1025660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1164735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1439968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1511999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1695352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1812061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1948247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20143735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2124153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23346664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2496
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/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CISCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1J&J
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NET LEASE OFFICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ABBVIE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BROADCOM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CISCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6IBM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7JP MORGAN CHASE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PFIZER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9RIO TINTO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10WP CAREY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11WALGREENS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12WARNER BROS DISCOVERY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WILLIAMS COS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ALPHABET INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15AMAZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17BMW BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18ISHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19ISHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20SPDR GOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21SPDR S&P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22STATE BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23VANGUARD S&P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24SPDR GOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0333669
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-366199
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05351422
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05717621
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05351422
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0345385
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0345385
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0345385
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0351224
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05839
IRS990PF/DistributableAmountGrp/TotalTaxAmt05839
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05839
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05839
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05839
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05526
IRS990PF/FMVAssetsEOYAmt07155430
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02749
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03087
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt045020
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt052189
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt052189
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01738181
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01439277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01404839
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03525719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03271944
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04592268
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0177966
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0812124
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0649365
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0634158
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0634158
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01186
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01248
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01248
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0379868
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0470728
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0470728
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0618969
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0515035
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05717621
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05351422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06339339
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05869544
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07155430
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0621718
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0518122
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06339339
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05869544
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05717621
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05351422
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07131453
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0364000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06124475
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0106972
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0642978
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0351224
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07024481
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07131453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1199386
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt048597
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt158560
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,869,544
Liabilities
$518,122
Net assets
$5,351,422
Revenue
$503,395
Expenses
$869,594
Net income
-$366,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.88$0.83$5.05$0.65$0.96$0.30
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.52$5.35$0.50$0.87$0.37
2022Detailed filing. Detailed filing data is available for this year.$6.34$0.62$5.72$0.40$0.84$0.44
2021Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.33$0.96$0.63
2020Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.78$0.11$0.81$0.71
2019Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$1.46$1.13$0.33
2018Detailed filing. Detailed filing data is available for this year.$7.16$0.01$7.16$0.26$0.76$0.50
2017Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.40$0.76$0.36
2016Detailed filing. Detailed filing data is available for this year.$8.04$0.02$8.02$0.14$0.69$0.55
2015Detailed filing. Detailed filing data is available for this year.$8.58$0.01$8.57$0.16$0.53$0.36
2014Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$0.13$0.78$0.64
2013Summary only. Only limited summary data is available for this year.$9.58$0.00$1.05$0.19$0.86