Civic Intelligence

The Bower Foundation

990PF • Fiscal year 2021 • EIN 64-0540635

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

Organization Profile

View Organization Page

578 Highland Colony ParkwayRidgeland, MS 39157

(601) 607-3163

Siviq Scores

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

Liabilities / Assets

28th percentile

0.03x

Higher debt load relative to assets than 28% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.22x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

92nd percentile

69%

Higher net margin than 92% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

44th percentile

$309,208

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

57th percentile

12%

Faster asset growth than 57% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

195%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$125,695,872

Up $13,593,918 (+12%) from 2020

Net Assets

Up

$122,477,713

Up $14,441,288 (+13%) from 2020

Liabilities

Down

$3,218,159

Down $847,370 (-21%) from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin92nd percentile

Revenue

Up

$14,332,617

Up $9,468,210 (+195%) from 2020

Expenses

Up

$4,478,663

Up $817,015 (+22%) from 2020

Net Income

Up

$9,853,954

Up $8,651,195 (+719%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$150M$100M$50M$0Assets 2011: $77,780,069Liabilities 2011: $5,523,9482011Assets 2012: $83,182,446Liabilities 2012: $4,924,2852012Assets 2013: $94,620,475Liabilities 2013: $5,894,7872013Assets 2014: $95,452,181Liabilities 2014: $7,039,8452014Assets 2015: $88,528,850Liabilities 2015: $9,846,5312015Assets 2019: $103,121,587Liabilities 2019: $5,277,4092019Assets 2020: $112,101,954Liabilities 2020: $4,065,529Net Assets 2020: $108,036,4252020Assets 2021: $125,695,872Liabilities 2021: $3,218,159Net Assets 2021: $122,477,7132021Assets 2022: $100,365,590Liabilities 2022: $3,482,314Net Assets 2022: $96,883,2762022Assets 2023: $113,197,337Liabilities 2023: $4,456,739Net Assets 2023: $108,740,5982023Assets 2024: $119,672,416Liabilities 2024: $3,623,120Net Assets 2024: $116,049,2962024

Highlighted filing

2021

Assets$125,695,872
Liabilities$3,218,159
Net Assets$122,477,713
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,666,145Expenses 2011: $5,016,488Net Income 2011: -$1,350,3432011Revenue 2012: $3,335,369Expenses 2012: $3,723,386Net Income 2012: -$388,0172012Revenue 2013: $7,717,602Expenses 2013: $5,390,190Net Income 2013: $2,327,4122013Revenue 2014: $5,883,503Expenses 2014: $5,498,485Net Income 2014: $385,0182014Revenue 2015: $7,291,075Expenses 2015: $8,102,762Net Income 2015: -$811,6872015Revenue 2019: $6,494,269Expenses 2019: $1,608,061Net Income 2019: $4,886,2082019Revenue 2020: $4,864,407Expenses 2020: $3,661,648Net Income 2020: $1,202,7592020Revenue 2021: $14,332,617Expenses 2021: $4,478,663Net Income 2021: $9,853,9542021Revenue 2022: $5,941,153Expenses 2022: $5,173,857Net Income 2022: $767,2962022Revenue 2023: $2,618,167Expenses 2023: $6,747,013Net Income 2023: -$4,128,8462023Revenue 2024: $8,613,557Expenses 2024: $4,780,890Net Income 2024: $3,832,6672024

Highlighted filing

2021

Revenue$14,332,617
Expenses$4,478,663
Net Income$9,853,954
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 31, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE TRAVISCEO/Board VIFT$281,775$27,433$309,208
RALPH DIDLAKE MDDirector-$19,146-$19,146
WALTER NEELY PHDDirector-$16,690-$16,690
CHERYL LEE SYKESDirector-$16,146-$16,146
JOHN BOWER MDBoard Presid-$15,510-$15,510
WILLIAM S PAINTERDirector-$13,851-$13,851
JAMES F DORRISSecretary/Tr-$8,151-$8,151
ALAN HULL MDDirector-$5,834-$5,834
Filing and Contact Details

Filer

Filer Name
The Bower Foundation
EIN
64-0540635
Phone
6016073163
Address
578 HIGHLAND COLONY PARKWAY, RIDGELAND, MS 39157

Signing Officer

Name
Anne Travis
Title
CEO/board Vice Presi
Phone
6016073163
Signed
2022-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Summers Green & Leroux Llp
Address
625 HIGHLAND COLONY PKWY STE 104, RIDGELAND, MS 39157-8837
Preparer
Donald F Summers
Phone
6019820825
Raw XML AppendixShowing 400 of 913 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/GainsMinusExcessOrLossesAmt131750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14184997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15745289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16742099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1799084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt181484199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20371558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21372824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22188074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23188074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01003754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2104140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56806567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6636195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84859770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt940339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1130291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1336904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17745289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1999084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt202000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0COHEN & STEERS REALTY SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD TOTAL BOND INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD TOTAL BOND INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DODGE & COX INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD TOTAL BOND INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VANGUARD TOTAL BOND INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DODGE & COX GLOBAL BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10T ROWE PRICE CAPITAL APPREC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13COLUMBIA ACORN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SEQUOIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17T ROWE PRICE CAPITAL APPREC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19VANGUARD SELECTED VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21VANGUARD ULTRA SHORT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25VANGUARD TOTAL STK MKT IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152021-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012413943
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0975916
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09853954
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04587334
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0122477713
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0108036425
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0122477713
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05825274
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05715935
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05825274
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05908258
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0109339
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0192323
IRS990PF/DistributableAmountGrp/TotalTaxAmt0192323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0194331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0192323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0192323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0192323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0194331
IRS990PF/FMVAssetsEOYAmt0125695872
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt050335
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0191433
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0287106
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02728932
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02728932
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04015194
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt03026726
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0124245
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0322920
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt023106
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0198675
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0198675
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0108036425
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0122477713
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt07613
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08555
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08555
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0110742439
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0122663118
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0122663118
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt042577
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt023207
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt023207
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0999113
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt073385
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt073385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0112101954
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0125695872
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0125695872
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04065529
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03218159
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0112101954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0125695872
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0108036425
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0122477713
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0119964635
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0722080
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0119035288
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01799470
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0207267
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05908258
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0118165165
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0119964635
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0145819
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt012869
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JOHN STURDIVANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 548
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0RAYMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd039154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CREATIVE DISTILLERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0230132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt165667
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0ABDUL BENGALI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0COMP CONS UMMC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1MKTING CONS-MTL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02248 SALEM HEIGHTS DRIVE SW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1133 COMMERCE PARK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0SUITE 15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0ROCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd055902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd139213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.81
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt139.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.33
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.81
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.79
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.85
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.84
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015510

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$125,695,872
Liabilities
$3,218,159
Net assets
$122,477,713
Revenue
$14,332,617
Expenses
$4,478,663
Net income
$9,853,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$3.62$116$8.61$4.78$3.83
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$4.46$109$2.62$6.75$4.13
2022Detailed filing. Detailed filing data is available for this year.$100$3.48$96.9$5.94$5.17$0.77
2021Detailed filing. Detailed filing data is available for this year.$126$3.22$122$14.3$4.48$9.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$112$4.07$108$4.86$3.66$1.20
2019Summary only. Only limited summary data is available for this year.$103$5.28$6.49$1.61$4.89
2015Summary only. Only limited summary data is available for this year.$88.5$9.85$7.29$8.10$0.81
2014Summary only. Only limited summary data is available for this year.$95.5$7.04$5.88$5.50$0.39
2013Summary only. Only limited summary data is available for this year.$94.6$5.89$7.72$5.39$2.33
2012Summary only. Only limited summary data is available for this year.$83.2$4.92$3.34$3.72$0.39
2011Summary only. Only limited summary data is available for this year.$77.8$5.52$3.67$5.02$1.35