Civic Intelligence

Warren P Powers Charitable Foundation Tr Ua

990 • Fiscal year 2021 • EIN 59-6935247

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A

View Organization Page

9485 Regency Square Blvd 110Jacksonville, FL 32225

(904) 353-5353

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

31%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$60,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

45th percentile

6.9%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

35%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,387,969

Up $218,025 (+6.9%) from 2020

Net Assets

Up

$3,386,006

Up $218,027 (+6.9%) from 2020

Liabilities

Down

$1,963

Down $2 (-0.1%) from 2020

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin74th percentile

Revenue

Up

$418,447

Up $108,755 (+35%) from 2020

Expenses

Down

$290,341

Down $82,383 (-22%) from 2020

Net Income

Up

$128,106

Up $191,138 (+303%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,152,987Liabilities 2011: $1,081Net Assets 2011: $3,151,9062011Assets 2012: $3,408,621Liabilities 2012: $975Net Assets 2012: $3,407,6462012Assets 2013: $3,647,953Liabilities 2013: $1,065Net Assets 2013: $3,646,8882013Assets 2014: $3,463,809Liabilities 2014: $1,063Net Assets 2014: $3,462,7462014Assets 2015: $3,091,322Liabilities 2015: $1,047Net Assets 2015: $3,090,2752015Assets 2016: $3,040,516Liabilities 2016: $1,047Net Assets 2016: $3,039,4692016Assets 2017: $3,296,051Liabilities 2017: $2,047Net Assets 2017: $3,294,0042017Assets 2018: $2,819,896Liabilities 2018: $1,985Net Assets 2018: $2,817,9112018Assets 2019: $3,094,935Liabilities 2019: $1,977Net Assets 2019: $3,092,9582019Assets 2020: $3,169,944Liabilities 2020: $1,965Net Assets 2020: $3,167,9792020Assets 2021: $3,387,969Liabilities 2021: $1,963Net Assets 2021: $3,386,0062021Assets 2022: $2,557,392Liabilities 2022: $1,949Net Assets 2022: $2,555,4432022Assets 2023: $2,760,043Liabilities 2023: $915Net Assets 2023: $2,759,1282023Assets 2024: $2,776,716Liabilities 2024: $1,909Net Assets 2024: $2,774,8072024

Highlighted filing

2021

Assets$3,387,969
Liabilities$1,963
Net Assets$3,386,006
Open 2021 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.0M$500K$0-$500KRevenue 2011: -$75,929Expenses 2011: $319,876Net Income 2011: -$395,8052011Revenue 2012: $542,440Expenses 2012: $286,701Net Income 2012: $255,7392012Revenue 2013: $570,849Expenses 2013: $331,518Net Income 2013: $239,3312013Revenue 2014: $144,651Expenses 2014: $328,793Net Income 2014: -$184,1422014Revenue 2015: -$89,417Expenses 2015: $283,071Net Income 2015: -$372,4882015Revenue 2016: $265,476Expenses 2016: $316,282Net Income 2016: -$50,8062016Revenue 2017: $568,784Expenses 2017: $313,250Net Income 2017: $255,5342017Revenue 2018: $359,843Expenses 2018: $311,672Net Income 2018: $48,1712018Revenue 2019: $193,972Expenses 2019: $301,141Net Income 2019: -$107,1692019Revenue 2020: $309,692Expenses 2020: $372,724Net Income 2020: -$63,0322020Revenue 2021: $418,447Expenses 2021: $290,341Net Income 2021: $128,1062021Revenue 2022: $111,172Expenses 2022: $396,842Net Income 2022: -$285,6702022Revenue 2023: $150,499Expenses 2023: $286,807Net Income 2023: -$136,3082023Revenue 2024: $262,271Expenses 2024: $357,792Net Income 2024: -$95,5212024

Highlighted filing

2021

Revenue$418,447
Expenses$290,341
Net Income$128,106
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$2,870,140
Mission and Program Overview

Mission

See footnote attached to end of return

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,660,005$5,660,005→ $0
Investments in Publicly Traded Securities$3,051,089$3,344,758▲ $293,669
Savings and Temporary Cash Investments$118,855$43,211▼ $75,644
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-2,492,026$-2,273,999▲ $218,027
Total Assets$3,169,944$3,387,969▲ $218,025
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,965$1,963▼ $2
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,965$1,963▼ $2
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,167,979$3,386,006▲ $218,027
Total Liabilities and Net Assets / Fund Balance$3,169,944$3,387,969▲ $218,025
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
Nancy PowersExecutive Director$60,000$60,000

Board Members and Trustees

NameTitle
Bill BeitzTrustee
Deacon George GoodTrustee
Father James BoddieTrustee
Jane a CollinsTrustee
John CavenTrustee
MOLLIE A O'NEILTrustee
Patrick D PowersTrustee
Thomas J PowersTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$38,500
Program Service Revenue
$0
Investment Income
$379,947
Other Revenue
$0
All Other Contributions
$38,500
Change in Net Assets
$128,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$152,413
Salaries, Compensation, and Employee Benefits$103,090
Other Expenses$34,838
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$152,413--$152,413
Current Officers, Directors, Trustees, and Key Employees-$60,000-$60,000
Pension Plan Contributions-$38,500-$38,500
Fees for Service Investment Mgmnt Fees-$27,169-$27,169
Payroll Taxes-$4,590-$4,590
Other Expenses-$2,825-$2,825
Fees for Services Accounting-$2,600-$2,600
Travel-$437-$437
Office Expenses-$120-$120
Interest-$4-$4
Total Functional Expenses$152,413$137,928$0$290,341
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
L'ARCHE JACKSONVILLEJacksonville, FL501(c)(3)Charitable$53,000
Support Our Aging ReligiousWashington, DC501(c)(3)Charitable$35,000
Emergency Pregnancy ServicesJacksonville, FL501(c)(3)Charitable$30,860
GRANDMA'S HOUSE OF HOPESanta Ana, CA501(c)(3)Charitable$15,000
Womens Help CenterJacksonville, FL501(c)(3)Charitable$7,553
Blessed Trinity Catholic ChurchJacksonville, FL501(c)(3)Charitable$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patrick PowersTrusteeInvestment Management FeesNo$24,642

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 2

“Nancy powers, patrick powers, thomas powers and jane collins are all siblings. Patrick powers also has a business relationship with the foundation through his investment management company, benefit financial services group. He provides investment managment services for the assets of the foundation.”

Part VI, Section B, Line 11B

“Reviews return for accuracy and also engages with paid preparer to ensure complete and accurate return.”

Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The organization does not maintain a website in which the above items are posted.”

Filing and Contact Details

Filer

Filer Name
Warren P Powers Charitable Foundation
EIN
59-6935247
In Care Of
% NANCY POWERS
Phone
9043535353
Address
9485 Regency Square Blvd 110, Jacksonville, FL 32225

Signing Officer

Name
Nancy Powers
Title
Executive Director
Phone
9043535533
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Powers
Formed
1989
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
5
Employees
1

Preparer

Firm
Heinz Jolles & Berry LLP
Address
10375 Centurion Parkway N Ste 115, Jacksonville, FL 32256
Preparer
Jamie M Jolles
Phone
9046522230
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IRS990/NetAssetsOrFundBalancesEOYAmt03386006
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0321545
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt065279
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0120
IRS990/OfficeExpensesGrp/TotalAmt0120
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX
IRS990/OtherExpensesGrp/Desc2401K MANAGEMENT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11666
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22825
IRS990/OtherExpensesGrp/TotalAmt017
IRS990/OtherExpensesGrp/TotalAmt11666
IRS990/OtherExpensesGrp/TotalAmt22825
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04590
IRS990/PayrollTaxesGrp/TotalAmt04590
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt038500
IRS990/PensionPlanContributionsGrp/TotalAmt038500
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0NANCY POWERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt037500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0233487
IRS990/PYInvestmentIncomeAmt0240687
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt037147
IRS990/PYOtherRevenueAmt031505
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-63032
IRS990/PYSalariesCompEmpBnftPaidAmt0102090
IRS990/PYTotalExpensesAmt0372724
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0309692
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0128106
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-2492026
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-2273999
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0118855
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043211
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0117167
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0204349
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt058765
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt0110397
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt058402
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt062240
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt027169
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt031642
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt031712
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt089998
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0172707
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0172707
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0169452
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0169452
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0146801
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0169452
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0169452
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0169452
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0261502
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt092050
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0773421
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0202360
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0125647
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0130729
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt0147253
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt0167432
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0865471
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt092033
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0202360
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0125647
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0130729
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt0147253
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0773421
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0109089
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0152413
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0169452
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt089.9446
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0152413
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0261502
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03359664
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03995370
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt087149
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0226522
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03272515
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03768848

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,387,969
Liabilities
$1,963
Net assets
$3,386,006
Revenue
$418,447
Expenses
$290,341
Net income
$128,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.77$0.26$0.36$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.15$0.29$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.11$0.40$0.29
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.42$0.29$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.31$0.37$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.19$0.30$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.36$0.31$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.29$0.57$0.31$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.27$0.32$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.09$0.28$0.37
2014Summary only. Only limited summary data is available for this year.$3.46$0.00$3.46$0.14$0.33$0.18
2013Summary only. Only limited summary data is available for this year.$3.65$0.00$3.65$0.57$0.33$0.24
2012Summary only. Only limited summary data is available for this year.$3.41$0.00$3.41$0.54$0.29$0.26
2011Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$0.08$0.32$0.40