Civic Intelligence

Rock Ridge Foundation

990PF • Fiscal year 2023 • EIN 47-2253569

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
510 Bering Dr 220Houston, TX 77057-1451

(713) 975-7400

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

23rd percentile

-18%

Higher net margin than 23% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

17th percentile

-8.9%

Faster asset growth than 17% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-46%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$637,228

Down $62,537 (-8.9%) from 2022

Net Assets

Down

$637,228

Down $62,537 (-8.9%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin23rd percentile

Revenue

Down

$352,443

Down $299,095 (-46%) from 2022

Expenses

Down

$414,832

Down $153,263 (-27%) from 2022

Net Income

Down

-$62,389

Down $145,832 (-175%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $28,800Liabilities 2014: $02014Assets 2015: $3,703,091Liabilities 2015: $1Net Assets 2015: $3,703,0912015Assets 2016: $2,749,019Liabilities 2016: $0Net Assets 2016: $2,749,0192016Assets 2017: $1,866,478Liabilities 2017: $0Net Assets 2017: $1,866,4782017Assets 2018: $1,390,560Liabilities 2018: $0Net Assets 2018: $1,390,5602018Assets 2019: $916,976Liabilities 2019: $1Net Assets 2019: $916,9762019Assets 2020: $697,008Liabilities 2020: $1Net Assets 2020: $697,0082020Assets 2021: $616,322Liabilities 2021: $1Net Assets 2021: $616,3222021Assets 2022: $699,765Liabilities 2022: $1Net Assets 2022: $699,7652022Assets 2023: $637,228Liabilities 2023: $1Net Assets 2023: $637,2282023Assets 2024: $3,676,597Liabilities 2024: $0Net Assets 2024: $3,676,5972024

Highlighted filing

2023

Assets$637,228
Liabilities$1
Net Assets$637,228
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $8,058,000Expenses 2014: $787,350Net Income 2014: $7,270,6502014Revenue 2015: $4,240,856Expenses 2015: $566,565Net Income 2015: $3,674,2912015Revenue 2016: $102,081Expenses 2016: $1,056,153Net Income 2016: -$954,0722016Revenue 2017: $234,648Expenses 2017: $1,117,189Net Income 2017: -$882,5412017Revenue 2018: $211,487Expenses 2018: $687,440Net Income 2018: -$475,9532018Revenue 2019: $107,855Expenses 2019: $581,439Net Income 2019: -$473,5842019Revenue 2020: $197,223Expenses 2020: $417,191Net Income 2020: -$219,9682020Revenue 2021: $192,749Expenses 2021: $273,435Net Income 2021: -$80,6862021Revenue 2022: $651,538Expenses 2022: $568,095Net Income 2022: $83,4432022Revenue 2023: $352,443Expenses 2023: $414,832Net Income 2023: -$62,3892023Revenue 2024: $5,937,050Expenses 2024: $414,594Net Income 2024: $5,522,4562024

Highlighted filing

2023

Revenue$352,443
Expenses$414,832
Net Income-$62,389
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ELIZA SHAPERPresident/Director-$0--
C PARK SHAPERVice President/Director-$0--
CHARLES LOVETT SHAPERDirector-$0--
RONALD H JACOBE JRTreasurer-$0--
PATTY DEVINESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rock Ridge Foundation
EIN
47-2253569
Phone
7139757400
Address
510 BERING DR 220, HOUSTON, TX 77057-1451

Signing Officer

Name
Ronald H Jacobe Jr
Title
Treasurer
Phone
7139757400
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
4622 PENNSYLVANIA AVE STE 1100, KANSAS CITY, MO 64112
Preparer
Kevin Ensminger
Phone
8167533000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4725.00 SHS LOREAL CO (ADR) ADR CMN (LRLCY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48109.00 SHS LONDON STOCK EXCHANGE GROUP PL ADR CMN (LNSTY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm498.00 SHS LONZA GROUP AG UNSPONSORED ADR CMN (LZAGY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5010.00 SHS LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN (LVMUY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm515.00 SHS MARUBENI CORP (ADR) GDS CMN (MARUY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521.00 SHS MERCADOLIBRE, INC. CMN (MELI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm537.00 SHS MTU AERO ENGINES HOLDINGS AG UNSPONSORED ADR CMN (MTUAY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5415.00 SHS NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) (NSRGY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553.00 SHS NICE SYSTEMS LTD 1 ADR REPRESENTS 1 ORD SH (NICE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5640.00 SHS NIDEC CORPORATION SPONSORED ADR (NJDCY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5741.00 SHS NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMN (1 ADR = 1/2 COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5877.00 SHS NITORI HOLDINGS CO., LTD. ADR CMN (NCLTY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59124.00 SHS NOKIA CORPORATION SPONSORED ADR CMN (NOK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6047.00 SHS NOMURA RESEARCH INSTITUTE, LTD ADR CMN (NRILY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6144.00 SHS NOVO-NORDISK A/S ADR ADR CMN (NVO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6215.00 SHS PERNOD RICARD SPONSORED ADR CMN (PRNDY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6384.00 SHS RECKITT BENCKISER GROUP PLC SPONSORED ADR CMN (RBGLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6497.00 SHS RECRUIT HOLDINGS CO., LTD. ADR (RCRUY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6532.00 SHS RELX PLC SPONSORED ADR CMN (RELX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66148.00 SHS ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN (RYCEY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6787.00 SHS SAFRAN SA SPONSORED ADR CMN (SAFRY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6821.00 SHS SAP SE (SPON ADR) (SAP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69104.00 SHS SHIN-ETSU CHEMICAL CO., LTD. UNSPONSORED ADR CMN (SHECY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm708.00 SHS SHOPIFY INC. CMN CLASS A (SHOP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7184.00 SHS SIKA AG ADR CMN (SXYAY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7267.00 SHS SINGAPORE TELECOMMUNICATIONS L SPONSORED ADR CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm733.00 SHS SMC CORP. CMN (SMECF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7440.00 SHS STMICROELECTRONICS NV ADR CMN (STM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7590.00 SHS STRAUMANN HOLDING AG UNSPONSORED ADR (SAUHY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7621.00 SHS TAIWAN SEMICONDUCTOR MFG ADS L TD ADS 1ADS EQUALS 5ORDS (TSM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7722.00 SHS TDK CORPORATION (ADR) ADR (TTDKY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7831.00 SHS TENCENT HOLDINGS LIMITED UNSPONSORED ADR CMN ADD ADR REL 19358779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7914.00 SHS TFI INTERNATIONAL INC CMN (TFII)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8015.00 SHS TOKYO ELECTRON LIMITED UNSPONSORED ADR CMN (TOELY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8151.00 SHS TOTALENERGIES SE SPONSORED ADR CMN (TTE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82124.00 SHS UNICHARM CORP. SPONSORED ADR CMN (UNICY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8330.00 SHS UNITED OVERSEAS BK LTD SPONSORED ADR CMN (UOVEY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8431.00 SHS WORLDLINE SA ADR CMN (WRDLY)
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0305929
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011582
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0352443
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0305929
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0391667
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0391667
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034932
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034932
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-62389
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0326237
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011582
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011582
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01673
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01673
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0305929
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0344488
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05864
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05864
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0418
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0391667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0414832
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0352443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0352443
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0267085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt138844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0267085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt138844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0287393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NONDIVIDEND DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0305929
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-62389
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0150
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0637378
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0699765
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0637228
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt083465
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt083465
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt083465
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt088253
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04788
IRS990PF/DistributableAmountGrp/TotalTaxAmt04788
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06632
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04788
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06632
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04788
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04788
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011420
IRS990PF/FMVAssetsEOYAmt01515487
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0196126
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0503639
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0520554
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01398813
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0699765
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0637228
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0116674
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0116674
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0699765
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0637228
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01515487
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0699765
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0637228
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0699765
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0637228
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01791943
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0221629
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01570314
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026879
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt088253
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01765064
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01791943
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.96
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.48
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.48
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.48
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.48
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY ELIZA SHAPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1C PARK SHAPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLES LOVETT SHAPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RONALD H JACOBE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4PATTY DEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR

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Filings

Displayed year

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

Open filing
Assets
$637,228
Liabilities
$1
Net assets
$637,228
Revenue
$352,443
Expenses
$414,832
Net income
-$62,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$5.94$0.41$5.52
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.35$0.41$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.65$0.57$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.19$0.27$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.20$0.42$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.11$0.58$0.47
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.21$0.69$0.48
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.23$1.12$0.88
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.10$1.06$0.95
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$4.24$0.57$3.67
2014Summary only. Only limited summary data is available for this year.$0.03$0.00$8.06$0.79$7.27