Civic Intelligence

John E & Aliese Price Foundation Inc.

990PF • Fiscal year 2021 • EIN 59-1056841

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 25, 2022

Organization Profile
12553 New Brittany Blvd Bldg 32Fort Myers, FL 33907

(239) 939-0052

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

79th percentile

43%

Higher net margin than 79% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

28th percentile

$32,500

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

40th percentile

5.2%

Faster asset growth than 40% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

109%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$10,669,948

Up $532,156 (+5.2%) from 2020

Net Assets

Up

$10,663,818

Up $528,314 (+5.2%) from 2020

Liabilities

Up

$6,130

Up $3,842 (+168%) from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin79th percentile

Revenue

Up

$1,107,293

Up $577,272 (+109%) from 2020

Expenses

Up

$625,628

Up $122,099 (+24%) from 2020

Net Income

Up

$481,665

Up $455,173 (+1718%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,101,696Liabilities 2011: $1,998Net Assets 2011: $9,099,6982011Assets 2012: $8,902,690Liabilities 2012: $0Net Assets 2012: $8,902,6902012Assets 2013: $8,742,222Liabilities 2013: $5932013Assets 2014: $8,992,195Liabilities 2014: $0Net Assets 2014: $8,992,1952014Assets 2015: $8,075,319Liabilities 2015: $0Net Assets 2015: $8,075,3192015Assets 2016: $8,141,505Liabilities 2016: $2,084Net Assets 2016: $8,139,4212016Assets 2017: $8,948,704Liabilities 2017: $3,728Net Assets 2017: $8,944,9762017Assets 2018: $8,010,163Liabilities 2018: $17,907Net Assets 2018: $7,992,2562018Assets 2019: $9,212,470Liabilities 2019: $2,376Net Assets 2019: $9,210,0942019Assets 2020: $10,137,792Liabilities 2020: $2,288Net Assets 2020: $10,135,5042020Assets 2021: $10,669,948Liabilities 2021: $6,130Net Assets 2021: $10,663,8182021Assets 2022: $8,658,724Liabilities 2022: $2,865Net Assets 2022: $8,655,8592022Assets 2023: $9,382,823Liabilities 2023: $14,893Net Assets 2023: $9,367,9302023Assets 2024: $9,900,890Liabilities 2024: $11,486Net Assets 2024: $9,889,4042024

Highlighted filing

2021

Assets$10,669,948
Liabilities$6,130
Net Assets$10,663,818
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $819,0432011Expenses 2012: $825,5882012Revenue 2013: $636,966Expenses 2013: $707,684Net Income 2013: -$70,7182013Revenue 2014: $648,389Expenses 2014: $784,616Net Income 2014: -$136,2272014Revenue 2015: $974,203Expenses 2015: $751,346Net Income 2015: $222,8572015Revenue 2016: $306,969Expenses 2016: $444,589Net Income 2016: -$137,6202016Revenue 2017: $495,323Expenses 2017: $418,618Net Income 2017: $76,7052017Revenue 2018: $1,190,281Expenses 2018: $481,037Net Income 2018: $709,2442018Revenue 2019: $117,615Expenses 2019: $306,418Net Income 2019: -$188,8032019Revenue 2020: $530,021Expenses 2020: $503,529Net Income 2020: $26,4922020Revenue 2021: $1,107,293Expenses 2021: $625,628Net Income 2021: $481,6652021Revenue 2022: $342,603Expenses 2022: $562,707Net Income 2022: -$220,1042022Revenue 2023: $325,564Expenses 2023: $548,627Net Income 2023: -$223,0632023Revenue 2024: $461,897Expenses 2024: $545,048Net Income 2024: -$83,1512024

Highlighted filing

2021

Revenue$1,107,293
Expenses$625,628
Net Income$481,665
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 25, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR KENNETH P WALKERPresident/TrFT$32,500-$32,500
DANIEL F ADAMSSec/Trustee-$0--
DENNIS G SMALLChairman/Tru-$0--
RUSSELL PRIDDYTrustee-$0--
MARY JO WALKERV Pres/Trust-$0--
STEVEN R WHITLEY CPATreasurer/Tr-$0--
MILLIE DINKEL MOORETrustee-$0--
Filing and Contact Details

Filer

Filer Name
John E & Aliese Price Foundation
EIN
59-1056841
Phone
2399390052
Address
12553 NEW BRITTANY BLVD BLDG 32, FORT MYERS, FL 33907

Signing Officer

Name
Dr Kenneth P Walker
Title
President/trustee
Phone
2399390052
Signed
2022-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Solomon & Hoover Cpas Pllc
Address
1342 COLONIAL BLVD STE B-11, FORT MYERS, FL 33907
Preparer
Gene R Solomon CPA
Phone
2399395303
Raw XML AppendixShowing 400 of 785 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/AcquiredDt22020-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02750654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11329443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0514971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2289432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0514971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2289432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03265625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21618875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FINEMARK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FINEMARK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0889561
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0481665
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt046649
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010663818
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010135504
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010663818
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0521560
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0521560
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0521560
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0535690
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014130
IRS990PF/DistributableAmountGrp/TotalTaxAmt014130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08000
IRS990PF/FMVAssetsEOYAmt010669948
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02288
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt06130
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01161451
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01227045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01227045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08623999
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08990659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08990659
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt024000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt029005
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt05005
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt05005
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt05005
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt010135504
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt010663818
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0346392
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0446294
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0446294
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010137792
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010669948
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010669948
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02288
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06130
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010137792
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010669948
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010135504
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010663818
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010876952
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0546908
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010324294
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0163154
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05750
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0535690
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010713798
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010876952
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt432500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL F ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DENNIS G SMALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RUSSELL PRIDDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARY JO WALKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DR KENNETH P WALKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5STEVEN R WHITLEY CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MILLIE DINKEL MOORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SEC/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHAIRMAN/TRU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3V PRES/TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TREASURER/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02104 W FIRST ST STE 2304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2853
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 930
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32026 WILNA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt411500 COMPASS POINT DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt55249 SUMMERLIN COMMONS BLVD STE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6867 CYPRESS LAKE CIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LABELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2IMMOKALEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333901

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,669,948
Liabilities
$6,130
Net assets
$10,663,818
Revenue
$1,107,293
Expenses
$625,628
Net income
$481,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$9.90$0.01$9.89$0.46$0.55$0.08
2023Detailed filing. Detailed filing data is available for this year.$9.38$0.01$9.37$0.33$0.55$0.22
2022Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.34$0.56$0.22
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$1.11$0.63$0.48
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.53$0.50$0.03
2019Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.12$0.31$0.19
2018Detailed filing. Detailed filing data is available for this year.$8.01$0.02$7.99$1.19$0.48$0.71
2017Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.94$0.50$0.42$0.08
2016Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.31$0.44$0.14
2015Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.97$0.75$0.22
2014Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.65$0.78$0.14
2013Summary only. Only limited summary data is available for this year.$8.74$0.00$0.64$0.71$0.07
2012Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.83
2011Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.82