Civic Intelligence

Lutheran Residences Inc.

990 • Fiscal year 2023 • EIN 59-6178232

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 28, 2025

Organization ProfileN/A
550 First Avenue SouthSt Petersburg, FL 33701

(727) 896-3197

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

43rd percentile

1.9%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

2.0%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,782,444

Up $52,240 (+1.9%) from 2022

Net Assets

Up

$2,782,444

Up $52,240 (+1.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin96th percentile

Revenue

Up

$67,737

Up $1,300 (+2.0%) from 2022

Expenses

Down

$15,497

Down $1,487,222 (-99%) from 2022

Net Income

Up

$52,240

Up $1,488,522 (+104%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$15M$10M$5.0M$0Assets 2010: $7,526,584Liabilities 2010: $5,674,054Net Assets 2010: $1,852,5302010Assets 2011: $7,335,155Liabilities 2011: $5,578,101Net Assets 2011: $1,757,0542011Assets 2012: $7,164,226Liabilities 2012: $5,553,753Net Assets 2012: $1,610,4732012Assets 2013: $7,007,131Liabilities 2013: $5,413,840Net Assets 2013: $1,593,2912013Assets 2014: $6,912,730Liabilities 2014: $5,425,231Net Assets 2014: $1,487,4992014Assets 2015: $6,800,942Liabilities 2015: $5,292,003Net Assets 2015: $1,508,9392015Assets 2016: $6,431,360Liabilities 2016: $4,806,032Net Assets 2016: $1,625,3282016Assets 2017: $6,545,435Liabilities 2017: $4,727,208Net Assets 2017: $1,818,2272017Assets 2018: $6,523,280Liabilities 2018: $4,649,611Net Assets 2018: $1,873,6692018Assets 2019: $14,473,903Liabilities 2019: $729,875Net Assets 2019: $13,744,0282019Assets 2020: $4,141,523Liabilities 2020: $277,869Net Assets 2020: $3,863,6542020Assets 2021: $4,328,457Liabilities 2021: $161,971Net Assets 2021: $4,166,4862021Assets 2022: $2,730,204Liabilities 2022: $0Net Assets 2022: $2,730,2042022Assets 2023: $2,782,444Liabilities 2023: $0Net Assets 2023: $2,782,4442023Assets 2024: $2,851,932Liabilities 2024: $0Net Assets 2024: $2,851,9322024

Highlighted filing

2023

Assets$2,782,444
Liabilities$0
Net Assets$2,782,444
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

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

$20M$10M$0-$10MExpenses 2010: $2,493,3722010Expenses 2011: $2,495,0072011Revenue 2012: $2,534,919Expenses 2012: $2,681,500Net Income 2012: -$146,5812012Revenue 2013: $2,554,240Expenses 2013: $2,571,422Net Income 2013: -$17,1822013Revenue 2014: $2,528,330Expenses 2014: $2,634,122Net Income 2014: -$105,7922014Revenue 2015: $2,591,512Expenses 2015: $2,570,072Net Income 2015: $21,4402015Revenue 2016: $2,675,408Expenses 2016: $2,559,019Net Income 2016: $116,3892016Revenue 2017: $2,699,743Expenses 2017: $2,506,844Net Income 2017: $192,8992017Revenue 2018: $2,662,893Expenses 2018: $2,607,451Net Income 2018: $55,4422018Revenue 2019: $14,047,066Expenses 2019: $2,176,707Net Income 2019: $11,870,3592019Revenue 2020: $1,399,720Expenses 2020: $11,146,039Net Income 2020: -$9,746,3192020Revenue 2021: $1,422,922Expenses 2021: $1,120,090Net Income 2021: $302,8322021Revenue 2022: $66,437Expenses 2022: $1,502,719Net Income 2022: -$1,436,2822022Revenue 2023: $67,737Expenses 2023: $15,497Net Income 2023: $52,2402023Revenue 2024: $69,488Expenses 2024: $0Net Income 2024: $69,4882024

Highlighted filing

2023

Revenue$67,737
Expenses$15,497
Net Income$52,240
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 28, 2025
Return Version
2023v6.0
Gross Receipts
$67,737
Mission and Program Overview

Mission

We are a HUD regulated senior housing organization. Our mission is to provide affordable housing and other services to low-income elderly persons. Lutheran Residences, Inc. owns and operated two HUD housing projects (Lutheran Residences of South Pasadena and Lutheran Apartments).

We are a senior housing organization. Our mission is to provide affordable housing and other services to low-income elderly persons. Lutheran Residences, Inc. owned and operated two HUD housing projects which were transferred to related entities. Lutheran Residences, Inc. continues to operate as a general partner in other housing developments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$2,714,661$2,782,528▲ $67,867
Cash and Non-Interest-Bearing Accounts$15,497$0▼ $15,497
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,730,204$2,782,444▲ $52,240
Other Assets Total$46$-84▼ $130
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,730,204$2,782,444▲ $52,240
Total Net Assets Fund Balance$2,730,204$2,782,444▲ $52,240
Total Liabilities and Net Assets / Fund Balance$2,730,204$2,782,444▲ $52,240
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Theresa ZieglerPresident
George RahdertVice President
Daryl StewartDirector
Dennis MillerDirector
James GeschkeDirector
Stephen SpinogattiDirector
Wally HopkinsDirector
Paul GibsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$67,737
Other Revenue
$0
Change in Net Assets
$52,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,497
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,497--$15,497
Total Functional Expenses$15,497$0$0$15,497
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Pasadena Housing IncSouth Pasadena, FL501c3Transfer of assets to Related Org$15,497
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The president of the Board of Directors reviews the Form 990 in detail before signing and filing the return.”

Form 990, Part VI, Section B, Line 15A

“The Board of Directors reviews and approves all salaries in the budget process annually.”

Form 990, Part VI, Section C, Line 19

“The Organization has its governing documents and financial statements available for public inspection at the address of this return.”

Filing and Contact Details

Filer

Filer Name
Lutheran Residences Inc
EIN
59-6178232
Phone
7278963197
Address
550 First Avenue South, St Petersburg, FL 33701

Signing Officer

Name
Theresa Ziegler
Title
President
Signed
2025-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa Ziegler
Formed
1967
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Barton Gonzalez & Myers Pa
Address
13137 66TH ST, LARGO, FL 33773
Preparer
Sergio Gonzalez
Phone
7273441040
Supplemental Narrative

Additional Explanations

Activity of Lutheran Residences, Inc.

“We are a senior housing organization. Our mission is to provide affordable housing and other services to low-income elderly persons. Lutheran Residences, Inc. owned and operated two HUD housing projects which were transferred to related entities. Lutheran Residences, Inc. continues to operate as a general partner in other housing developments.”

Statement Note 1

“Form 990, Part V, Line 2aForm 990, Part VI, Section B, Line 15Form 900, Part IX, Line 7 & 10 - Statement of Functional ExpensesCompensation:The organization has no employees. All compensation costs are allocated from the employees of the management company.”

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt066437
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018686
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018789
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047607
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0219386
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01101904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01104197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01931347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04137448
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt067867
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt066437
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018686
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018789
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt047607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0219386
IRS990ScheduleA/InvestmentIncomeCYPct00.04640
IRS990ScheduleA/InvestmentIncomePYPct00.02880
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0237810
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt025242
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0104664
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0367716
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87570
IRS990ScheduleA/PublicSupportPY509Pct00.90810
IRS990ScheduleA/PublicSupportTotal509Amt04137448
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01101904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01104197
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01931347
IRS990ScheduleA/Total509Grp/TotalAmt04137448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01358400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01148228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02083618
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04724550
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt015497
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Transfer of assets to Related Org
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Lutheran Pasadena Housing Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0853323568
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06800 Park Street South
IRS990ScheduleI/RecipientTable/USAddress/CityNm0South Pasadena
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033707
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The president of the Board of Directors reviews the Form 990 in detail before signing and filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors reviews and approves all salaries in the budget process annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization has its governing documents and financial statements available for public inspection at the address of this return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3We are a senior housing organization. Our mission is to provide affordable housing and other services to low-income elderly persons. Lutheran Residences, Inc. owned and operated two HUD housing projects which were transferred to related entities. Lutheran Residences, Inc. continues to operate as a general partner in other housing developments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990, Part V, Line 2aForm 990, Part VI, Section B, Line 15Form 900, Part IX, Line 7 & 10 - Statement of Functional ExpensesCompensation:The organization has no employees. All compensation costs are allocated from the employees of the management company.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Activity of Lutheran Residences, Inc.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Statement Note 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0No
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0833153505
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0true
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.00010
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0Low Income Housing
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Lutheran Florida LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt0-84
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt0-130
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0550 First Avenue South
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0St Petersburg
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd033701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0No
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1No
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Lutheran Florida Housing Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Lutheran Pasadena Housing Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0853295339
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1853323568
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Low Income Housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Low Income Housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(a)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509(a)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0550 First Avenue South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt16800 Park Street South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0St Petersburg
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1South Pasadena
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd133707
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02782528
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Lutheran Florida LP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0d
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02730204
IRS990/TotalAssetsEOYAmt02782444
IRS990/TotalAssetsGrp/BOYAmt02730204

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,782,444
Liabilities
$0
Net assets
$2,782,444
Revenue
$67,737
Expenses
$15,497
Net income
$52,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.00$2.85$0.07$0.00$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.07$0.02$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.07$1.50$1.44
2021Detailed filing. Detailed filing data is available for this year.$4.33$0.16$4.17$1.42$1.12$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.14$0.28$3.86$1.40$11.1$9.75
2019Detailed filing. Detailed filing data is available for this year.$14.5$0.73$13.7$14.0$2.18$11.9
2018Detailed filing. Detailed filing data is available for this year.$6.52$4.65$1.87$2.66$2.61$0.06
2017Detailed filing. Detailed filing data is available for this year.$6.55$4.73$1.82$2.70$2.51$0.19
2016Detailed filing. Detailed filing data is available for this year.$6.43$4.81$1.63$2.68$2.56$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.80$5.29$1.51$2.59$2.57$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.91$5.43$1.49$2.53$2.63$0.11
2013Detailed filing. Detailed filing data is available for this year.$7.01$5.41$1.59$2.55$2.57$0.02
2012Summary only. Only limited summary data is available for this year.$7.16$5.55$1.61$2.53$2.68$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$5.58$1.76$2.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.53$5.67$1.85$2.49