Civic Intelligence

Shared Visions Foundation Inc.

990PF • Fiscal year 2023 • EIN 56-2254231

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 05, 2024

Organization ProfileSHAREDVISIONS.ORG
2115 Homestead RoadChapel Hill, NC 27516

(919) 616-2190

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2023 filings • NTEE S • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2023 filings • NTEE S • $1M-$5M nonprofits • Source year 2023

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2023 filings • NTEE S • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2023 filings • NTEE S • $1M-$5M nonprofits • Source year 2023

Asset Growth

65th percentile

8.4%

Faster asset growth than 65% of similar nonprofits.

2023 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

13%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$4,484,843

Up $346,176 (+8.4%) from 2022

Net Assets

Up

$4,482,951

Up $344,378 (+8.3%) from 2022

Liabilities

Up

$1,892

Up $1,798 (+1913%) from 2022

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin92nd percentile

Revenue

Up

$623,206

Up $72,017 (+13%) from 2022

Expenses

Up

$212,557

Up $36,721 (+21%) from 2022

Net Income

Up

$410,649

Up $35,296 (+9.4%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $624,481Liabilities 2011: $308Net Assets 2011: $624,1732011Assets 2012: $643,601Liabilities 2012: $308Net Assets 2012: $643,2932012Assets 2013: $726,014Liabilities 2013: $0Net Assets 2013: $726,0142013Assets 2014: $727,868Liabilities 2014: $0Net Assets 2014: $727,8682014Assets 2015: $1,967,549Liabilities 2015: $0Net Assets 2015: $1,967,5492015Assets 2016: $1,945,184Liabilities 2016: $0Net Assets 2016: $1,945,1842016Assets 2017: $2,256,907Liabilities 2017: $0Net Assets 2017: $2,256,9072017Assets 2018: $2,479,251Liabilities 2018: $1,001Net Assets 2018: $2,478,2502018Assets 2019: $2,856,179Liabilities 2019: $0Net Assets 2019: $2,856,1792019Assets 2020: $3,337,324Liabilities 2020: $0Net Assets 2020: $3,337,3242020Assets 2021: $3,765,615Liabilities 2021: $2,395Net Assets 2021: $3,763,2202021Assets 2022: $4,138,667Liabilities 2022: $94Net Assets 2022: $4,138,5732022Assets 2023: $4,484,843Liabilities 2023: $1,892Net Assets 2023: $4,482,9512023Assets 2024: $4,981,284Liabilities 2024: $1,028Net Assets 2024: $4,980,2562024Assets 2025: $7,659,098Liabilities 2025: $1,720,138Net Assets 2025: $5,938,9602025

Highlighted filing

2023

Assets$4,484,843
Liabilities$1,892
Net Assets$4,482,951
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $48,966Expenses 2011: $32,003Net Income 2011: $16,9632011Expenses 2012: $51,1752012Expenses 2013: $63,2262013Revenue 2014: $57,573Expenses 2014: $55,719Net Income 2014: $1,8542014Revenue 2015: $1,331,718Expenses 2015: $92,037Net Income 2015: $1,239,6812015Revenue 2016: $140,493Expenses 2016: $162,858Net Income 2016: -$22,3652016Revenue 2017: $578,419Expenses 2017: $149,565Net Income 2017: $428,8542017Revenue 2018: $360,504Expenses 2018: $139,161Net Income 2018: $221,3432018Revenue 2019: $635,593Expenses 2019: $162,307Net Income 2019: $473,2862019Revenue 2020: $666,188Expenses 2020: $185,043Net Income 2020: $481,1452020Revenue 2021: $714,850Expenses 2021: $162,503Net Income 2021: $552,3472021Revenue 2022: $551,189Expenses 2022: $175,836Net Income 2022: $375,3532022Revenue 2023: $623,206Expenses 2023: $212,557Net Income 2023: $410,6492023Revenue 2024: $776,619Expenses 2024: $214,169Net Income 2024: $562,4502024Revenue 2025: $1,324,308Expenses 2025: $365,604Net Income 2025: $958,7042025

Highlighted filing

2023

Revenue$623,206
Expenses$212,557
Net Income$410,649
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 5, 2024
Return Version
2022v5.0
Mission and Program Overview

Mission

Provide counseling, education, and other support services to other 501(c) (3) organizations as well as providing retreat facilities to members of those organizations

Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSE MILLER IIIPresidentPT$0--
EBETH SCOTT-SINCLAIRSecretary-$0--
LINDSEY HEADDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shared Visions Foundation Inc
EIN
56-2254231
Phone
9196162190
Address
2115 HOMESTEAD ROAD, CHAPEL HILL, NC 27516

Signing Officer

Name
Jay Miller
Title
President
Phone
9196162190
Signed
2024-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Elizabeth Mauch
Phone
9199428700
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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/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0128940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt083353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1677102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt065928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-33483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt065928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-33483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0149281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1643619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHWAB 7779 CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SCHWAB 7285 CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt032445
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0410649
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt066271
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04549222
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04138573
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04482951
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0137538
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0137538
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0137538
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0139362
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01824
IRS990PF/DistributableAmountGrp/TotalTaxAmt01824
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01824
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01824
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01824
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02500
IRS990PF/FMVAssetsEOYAmt04426373
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt094
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01892
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt054848
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt015913
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015913
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0421615
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0451095
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0434668
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01917790
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02298880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02243949
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0278484
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01662000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01420122
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01383516
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01383516
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0273747
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0187695
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0200583
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04138573
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04482951
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt050545
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0147744
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0147744
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04138667
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04484843
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04426373
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt094
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01892
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04138667
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04484843
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04138573
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04482951
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02829680
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0118409
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02711271
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042445
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0139362
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02787235
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02829680
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JESSE MILLER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EBETH SCOTT-SINCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LINDSEY HEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02115 HOMESTEAD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12115 HOMESTEAD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23624 MANFORD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHAPEL HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHAPEL HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DURHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0156188
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0156188
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt111
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DISCOUNTED RENTAL INCOME FROM PROPERTIES RENTED IN CONJUNCTION WITH THE COMMUNITY HOME TRUST TO PROVIDE AFFORDABLE HOUSING.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1SPACE PROVIDED AT SUBSTANTIAL DISCOUNT FOR EVENTS HELD TO SUPPORT LOCAL NONPROFITS.
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
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,484,843
Liabilities
$1,892
Net assets
$4,482,951
Revenue
$623,206
Expenses
$212,557
Net income
$410,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.66$1.72$5.94$1.32$0.37$0.96
2024Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.78$0.21$0.56
2023Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.62$0.21$0.41
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.55$0.18$0.38
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.76$0.71$0.16$0.55
2020Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.67$0.19$0.48
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.64$0.16$0.47
2018Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.36$0.14$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.58$0.15$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.14$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$1.33$0.09$1.24
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.06$0.06$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.05
2011Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.05$0.03$0.02