Civic Intelligence

Peter H Kling Memorial Charitable Trust

990PF • Fiscal year 2020 • EIN 58-1551422

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 30, 2021

Organization Profile
3646 Cowden AveMemphis, TN 38111

(901) 458-5893

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

99th percentile

114%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$85,493

Up $7,832 (+10%) from 2019

Net Assets

$85,493

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$1,603

Down $5,181 (-145%) from 2019

Expenses

Up

$226

Up $1 (+0.4%) from 2019

Net Income

Down

-$1,829

Down $5,182 (-155%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$100K$50K$0Assets 2011: $45,550Liabilities 2011: $02011Assets 2012: $51,561Liabilities 2012: $02012Assets 2013: $61,474Liabilities 2013: $02013Assets 2014: $63,860Liabilities 2014: $02014Assets 2015: $59,845Liabilities 2015: $02015Assets 2019: $77,661Liabilities 2019: $02019Assets 2020: $85,493Liabilities 2020: $0Net Assets 2020: $85,4932020Assets 2021: $78,630Liabilities 2021: $0Net Assets 2021: $78,6302021Assets 2022: $42,306Liabilities 2022: $0Net Assets 2022: $42,3062022Assets 2023: $44,514Liabilities 2023: $0Net Assets 2023: $44,5142023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $44,7972024

Highlighted filing

2020

Assets$85,493
Liabilities$0
Net Assets$85,493
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $1,116Expenses 2011: $1,294Net Income 2011: -$1782011Revenue 2012: $1,283Expenses 2012: $1,644Net Income 2012: -$3612012Revenue 2013: $1,017Expenses 2013: $4,381Net Income 2013: -$3,3642013Revenue 2014: $2,299Expenses 2014: $1,698Net Income 2014: $6012014Revenue 2015: $2,171Expenses 2015: $2,093Net Income 2015: $782015Revenue 2019: $3,578Expenses 2019: $225Net Income 2019: $3,3532019Revenue 2020: -$1,603Expenses 2020: $226Net Income 2020: -$1,8292020Revenue 2021: $12,445Expenses 2021: $20,350Net Income 2021: -$7,9052021Revenue 2022: $6,867Expenses 2022: $20,350Net Income 2022: -$13,4832022Revenue 2023: $409Expenses 2023: $450Net Income 2023: -$412023Revenue 2024: $1,545Expenses 2024: $3,267Net Income 2024: -$1,7222024

Highlighted filing

2020

Revenue-$1,603
Expenses$226
Net Income-$1,829
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 30, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN R KLINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Peter H Kling Memorial Charitable Trust
EIN
58-1551422
Phone
9014585893
Address
3646 COWDEN AVE, MEMPHIS, TN 38111

Signing Officer

Name
Ann Kling
Title
Trustee
Phone
9014585893
Signed
2021-08-30
Discuss with paid preparer
No

Preparer

Firm
Block Advisors
Address
7730 WOLF RIVER BLVD, GERMANTOWN, TN 38138
Preparer
Monice Robinson
Phone
9013731003
Raw XML Appendix207 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0175
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MONICE ROBINSON
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0175
ExplnOfNonFilingWithAGStmt/ExplanationTxt0WROTE TO AND RECEIVED LETTER FROM STATE STATING THAT IT IS NOT REQUIRED TO SEND COPY OF 990-PF TO STATE BECAUSE TRUST DOES NOT SOLICIT CONTRIBUTIONS FROM OR WITHIN STATE OF TENNESSEE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt085493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt085493
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01223
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01223
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01223
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01223
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01223
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1829
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019841
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2826
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0998
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0225
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-1603
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02012 SHRS YORKTOWN MULTI-ASSET FUND STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2945
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1829
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09660
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt085492
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt077661
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt085492
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04197
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04197
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04197
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04211
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014
IRS990PF/DistributableAmountGrp/TotalTaxAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt014
IRS990PF/FMVAssetsEOYAmt085493
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt077661
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt085493
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt077661
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt085493
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt085493
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt077661
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt085493
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt085493
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt077661
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt085493
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt077661
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt085493
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt085493
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01282
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt085493
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04211
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt084211
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt085493
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANN R KLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03646 COWDEN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Memphis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd038111
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0226
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt0225
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0226
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02019
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY3Yr02017
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY4Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ANN R KLING
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03646 COWDEN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Memphis
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd038111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ANN KLING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03646 COWDEN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0225
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04197
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt04963
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0226
IRS990PF/UndistributedIncomeGrp/Taxable1Amt04963
IRS990PF/UndistributedIncomeGrp/Taxable2Amt03600
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt04963
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04197
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03825
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09660
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASES ON STOCK MUTUAL FUNDS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RAYMOND JAMES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt050
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN KLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09014585893
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER H KLING MEMORIAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0581551422
ReturnHeader/Filer/PhoneNum09014585893
ReturnHeader/Filer/USAddress/AddressLine1Txt03646 COWDEN AVE
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07730 WOLF RIVER BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GERMANTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038138
ReturnHeader/PreparerPersonGrp/PhoneNum09013731003
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Monice Robinson
ReturnHeader/ReturnTs02021-09-17T00:13:37Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLING
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,493
Liabilities
$0
Net assets
$85,493
Revenue
-$1,603
Expenses
$226
Net income
-$1,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$44.8$1.55$3.27$1.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.5$0.00$44.5$0.41$0.45$0.04
2022Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$6.87$20.4$13.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.6$0.00$78.6$12.4$20.4$7.91
2020Detailed filing. Detailed filing data is available for this year.$85.5$0.00$85.5$1.60$0.23$1.83
2019Summary only. Only limited summary data is available for this year.$77.7$0.00$3.58$0.23$3.35
2015Summary only. Only limited summary data is available for this year.$59.8$0.00$2.17$2.09$0.08
2014Summary only. Only limited summary data is available for this year.$63.9$0.00$2.30$1.70$0.60
2013Summary only. Only limited summary data is available for this year.$61.5$0.00$1.02$4.38$3.36
2012Summary only. Only limited summary data is available for this year.$51.6$0.00$1.28$1.64$0.36
2011Summary only. Only limited summary data is available for this year.$45.6$0.00$1.12$1.29$0.18