Civic Intelligence

Kompass Kapital Foundation 12152014

990PF • Fiscal year 2023 • EIN 47-6684695

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile
9800 Metcalf AveOverland Park, KS 66212

(913) 381-4044

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.

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

Liabilities / Revenue

21st percentile

0.00x

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

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

Net Margin

4th percentile

-234%

Higher net margin than 4% of similar nonprofits.

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

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.

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

Asset Growth

6th percentile

-16%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

18th percentile

-24%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,089,566

Down $1,731,093 (-16%) from 2022

Net Assets

Down

$9,089,566

Down $1,731,093 (-16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin4th percentile

Revenue

Down

$739,824

Down $233,470 (-24%) from 2022

Expenses

Up

$2,469,147

Up $1,832,833 (+288%) from 2022

Net Income

Down

-$1,729,323

Down $2,066,303 (-613%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$15M$10M$5.0M$0Assets 2015: $988,797Liabilities 2015: $0Net Assets 2015: $988,7972015Assets 2016: $1,701,853Liabilities 2016: $0Net Assets 2016: $1,701,8532016Assets 2017: $1,712,527Liabilities 2017: $0Net Assets 2017: $1,712,5272017Assets 2019: $3,763,767Liabilities 2019: $0Net Assets 2019: $3,763,7672019Assets 2020: $11,060,780Liabilities 2020: $0Net Assets 2020: $11,060,7802020Assets 2021: $12,335,353Liabilities 2021: $0Net Assets 2021: $12,335,3532021Assets 2022: $10,820,659Liabilities 2022: $0Net Assets 2022: $10,820,6592022Assets 2023: $9,089,566Liabilities 2023: $0Net Assets 2023: $9,089,5662023Assets 2024: $9,611,218Liabilities 2024: $0Net Assets 2024: $9,611,2182024

Highlighted filing

2023

Assets$9,089,566
Liabilities$0
Net Assets$9,089,566
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$10M$5.0M$0-$5.0MRevenue 2015: $37,966Expenses 2015: $49,894Net Income 2015: -$11,9282015Revenue 2016: $811,555Expenses 2016: $98,499Net Income 2016: $713,0562016Revenue 2017: $107,617Expenses 2017: $87,613Net Income 2017: $20,0042017Revenue 2019: $243,533Expenses 2019: $391,305Net Income 2019: -$147,7722019Revenue 2020: $8,189,747Expenses 2020: $681,854Net Income 2020: $7,507,8932020Revenue 2021: $1,355,968Expenses 2021: $596,672Net Income 2021: $759,2962021Revenue 2022: $973,294Expenses 2022: $636,314Net Income 2022: $336,9802022Revenue 2023: $739,824Expenses 2023: $2,469,147Net Income 2023: -$1,729,3232023Revenue 2024: $88,356Expenses 2024: $439,372Net Income 2024: -$351,0162024

Highlighted filing

2023

Revenue$739,824
Expenses$2,469,147
Net Income-$1,729,323
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAUREEN KUTICommittee Chair-$0--
JAYSON KUTICommittee Member-$0--
COURTNEY M CONRADCommittee Member-$0--
BRADLEY BERGERCommittee Member-$0--
KOMPASS KAPITAL TRUST COMPANY LLCTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDEMENTIA SOCIETY OF AMERICAFOR GENERAL OPERATIONS AND SUPPORTPCDOYLESTOWN, PA, US$2,000,000
Paid GrantTHE BARSTOW SCHOOLFOR GENERAL OPERATIONS AND SUPPORTPCKANSAS CITY, MO, US$75,000
Paid GrantKIDS TLCFOR GENERAL OPERATIONS AND SUPPORTPCOLATHE, KS, US$34,000
Paid GrantKVC HEALTH SYSTEMSFOR GENERAL OPERATIONS AND SUPPORTPCOLATHE, KS, US$34,000
Paid GrantGIVING THE BASICSFOR GENERAL OPERATIONS AND SUPPORTPCKANSAS CITY, KS, US$25,000
Paid GrantTHE CHILDRENS PLACE INCFOR GENERAL OPERATIONS AND SUPPORTPCKANSAS CITY, MO, US$15,000
Paid GrantDENVER RESCUE MISSIONFOR GENERAL OPERATIONS AND SUPPORTPCDENVER, CO, US$5,000
Paid GrantEAGLE COUNTY JUNIOR LIVESTOCKFOR GENERAL OPERATIONS AND SUPPORTPCEAGLE, CO, US$5,000
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITAL INCFOR GENERAL OPERATIONS AND SUPPORTPCMEMPHIS, TN, US$5,000
Paid GrantKANSAS CITY CHILDREN'S ASSISTANCE NETWORKFOR GENERAL OPERATIONS AND SUPPORTPCOVERLAND PARK, KS, US$5,000
Paid GrantCSU FOUNDATIONFOR GENERAL OPERATIONS AND SUPPORTPCFORT COLLINS, CO, US$5,000
Paid GrantKNOX PRIDEFOR GENERAL OPERATIONS AND SUPPORTPCKNOXVILLE, TN, US$5,000
Paid GrantLIVE LIKE LAIKEN INCFOR GENERAL OPERATIONS AND SUPPORTPCLECLAIRE, IA, US$5,000
Paid GrantGIRL SCOUTS OF NORTHEAST KS AND NORTHWEST MO INCFOR GENERAL OPERATIONS AND SUPPORTPCOVERLAND PARK, KS, US$5,000
Paid GrantLOVE FUND FOR CHILDREN INCFOR GENERAL OPERATIONS AND SUPPORTPCKANSAS CITY, MO, US$5,000
Paid GrantSLEEPYHEAD BEDSFOR GENERAL OPERATIONS AND SUPPORTPCKANSAS CITY, MO, US$5,000
Paid GrantJOY OF MUSICFOR GENERAL OPERATIONS AND SUPPORTPCKNOXVILLE, TN, US$4,000
Paid GrantKANSAS YOUTH RUGBY ASSOCIATION INCFOR GENERAL OPERATIONS AND SUPPORTPCOVERLAND PARK, KS, US$2,500
Paid GrantST BENEDICT'S ABBEYFOR GENERAL OPERATIONS AND SUPPORTPCATCHISON, KS, US$2,500
Paid GrantOHIO PATRIOT GUARDFOR GENERAL OPERATIONS AND SUPPORTPCTULSA, OK, US$1,000
Filing and Contact Details

Filer

Filer Name
Kompass Kapital Foundation
EIN
47-6684695
Phone
9133814044
Address
9800 METCALF AVE, OVERLAND PARK, KS 66212

Signing Officer

Name
Sarah E Schiltz
Title
Agent
Phone
9133814044
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
1200 MAIN STREET SUITE 1000, KANSAS CITY, MO 64105
Preparer
Anne Walker
Phone
8164721122
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3POLEN GLOBAL GROWTH FUND INST CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LIBERTY ALL STAR EQUITY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5NEUBERGER BERMAN REAL ESTATE FUND INST CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PIMCO DYNAMIC INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PROSPECT CAP CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt076461
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1242850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2158420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3434591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4337559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5372103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6291221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7133254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0385454
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-107851
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0143221
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0420824
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0420824
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02243000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02243000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0319000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0346569
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0385454
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1729323
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02040336
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-107851
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0309905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0143221
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0211053
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt033936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0215097
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02555
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02454053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt041521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02469147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0351426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0739824
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0211053
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt041521
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0226147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0180074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11974775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-138222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt223233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-138222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt223233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0180550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11836553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt223233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - INFORMATION AVAIL UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - INFORMATION AVAIL UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-114513
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0476
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1729323
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01770
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09091336
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010820659
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09089566
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0461320
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0461320
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0461320
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0465628
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04308
IRS990PF/DistributableAmountGrp/TotalTaxAmt04308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04800
IRS990PF/FMVAssetsEOYAmt08755334
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01032511
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01474600
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01474600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07265691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05246930
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05234275
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02373302
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02368036
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02046459
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010820659
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09089566
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0149155
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010820659
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09089566
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08755334
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010820659
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09089566
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010820659
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09089566
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09454369
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01485557
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07968812
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0141816
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0465628
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09312553
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09454369
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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/PersonNm0MAUREEN KUTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAYSON KUTI

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Filings

Displayed year

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

Open filing
Assets
$9,089,566
Liabilities
$0
Net assets
$9,089,566
Revenue
$739,824
Expenses
$2,469,147
Net income
-$1,729,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$0.09$0.44$0.35
2023Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.74$2.47$1.73
2022Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.97$0.64$0.34
2021Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$1.36$0.60$0.76
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$8.19$0.68$7.51
2019Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.24$0.39$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.11$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.81$0.10$0.71
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.05$0.01