Civic Intelligence

Avery-Tsui Foundation

990PF • Fiscal year 2023 • EIN 65-6431837

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
5075 Ruffin Road ASan Diego, CA 92123

(858) 505-9905

Siviq Scores

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

Liabilities / Assets

71st percentile

0.33x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

11.10x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

4th percentile

-174%

Higher net margin than 4% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

29th percentile

$50,000

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

26th percentile

-1.9%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$15,226,814

Down $287,136 (-1.9%) from 2022

Net Assets

Down

$10,217,102

Down $796,848 (-7.2%) from 2022

Liabilities

Up

$5,009,712

Up $509,712 (+11%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin4th percentile

Revenue

Down

$451,252

Down $523,733 (-54%) from 2022

Expenses

Down

$1,237,543

Down $4,419,517 (-78%) from 2022

Net Income

Up

-$786,291

Up $3,895,784 (+83%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$40M$30M$20M$10M$0Assets 2011: $37,624,635Liabilities 2011: $02011Assets 2012: $30,562,504Liabilities 2012: $02012Assets 2013: $24,524,501Liabilities 2013: $02013Assets 2014: $25,314,196Liabilities 2014: $02014Assets 2015: $25,305,325Liabilities 2015: $11,3332015Assets 2019: $15,685,447Liabilities 2019: $4,6302019Assets 2020: $14,779,425Liabilities 2020: $0Net Assets 2020: $14,779,4252020Assets 2021: $15,716,119Liabilities 2021: $1,640Net Assets 2021: $15,714,4792021Assets 2022: $15,513,950Liabilities 2022: $4,500,000Net Assets 2022: $11,013,9502022Assets 2023: $15,226,814Liabilities 2023: $5,009,712Net Assets 2023: $10,217,1022023Assets 2024: $14,940,442Liabilities 2024: $5,000,000Net Assets 2024: $9,940,4422024

Highlighted filing

2023

Assets$15,226,814
Liabilities$5,009,712
Net Assets$10,217,102
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $2,086,307Expenses 2011: $1,569,211Net Income 2011: $517,0962011Revenue 2012: $3,006,692Expenses 2012: $10,036,137Net Income 2012: -$7,029,4452012Revenue 2013: $1,585,138Expenses 2013: $7,598,646Net Income 2013: -$6,013,5082013Revenue 2014: $1,720,923Expenses 2014: $918,022Net Income 2014: $802,9012014Revenue 2015: $1,838,873Expenses 2015: $1,830,335Net Income 2015: $8,5382015Revenue 2019: $905,641Expenses 2019: $2,218,788Net Income 2019: -$1,313,1472019Revenue 2020: $845,983Expenses 2020: $1,732,879Net Income 2020: -$886,8962020Revenue 2021: $1,521,982Expenses 2021: $577,690Net Income 2021: $944,2922021Revenue 2022: $974,985Expenses 2022: $5,657,060Net Income 2022: -$4,682,0752022Revenue 2023: $451,252Expenses 2023: $1,237,543Net Income 2023: -$786,2912023Revenue 2024: $1,161,078Expenses 2024: $1,433,781Net Income 2024: -$272,7032024

Highlighted filing

2023

Revenue$451,252
Expenses$1,237,543
Net Income-$786,291
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATASHA WONGDir/Sec/VPPT$50,000-$50,000
SALLY TSUI WONGAVERYDir/CEO/PresPT$40,000-$40,000
TOM HOMDir/Treas/CFO/VPPT$30,000-$30,000
Filing and Contact Details

Filer

Filer Name
Avery-tsui Foundation
EIN
65-6431837
Phone
8585059905
Address
5075 RUFFIN ROAD A, SAN DIEGO, CA 92123

Signing Officer

Name
Natasha Wong
Title
Dir/sec/VP
Phone
8585059905
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Eugene Lewis & Associates
Address
44 E FOOTHILL BLVD 100, ARCADIA, CA 91006
Preparer
Wade E Stevens
Phone
6264629280
Raw XML AppendixShowing 400 of 464 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/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt04225 EXECUTIVE SQUARE SUITE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt144 E FOOTHILL BLVD SUITE 100
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1ARCADIA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd191006
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt040000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SALLY TSUI WONGAVERY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15075 RUFFIN RD STE A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25075 RUFFIN RD STE A
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN DIEGO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292123
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01074262
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EUGENE LEWIS ASSOCIATES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt044 E FOOTHILL BLVD SUITE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ARCADIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091006
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06264629280
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2179334
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0WONGAVERY EAST ASIAN COLLECTIONS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1WONGAVERY EAST ASIAN COLLECTIONS COLLABORATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2WONG/AVERY GLOBAL LANGUAGES AND INNOVATIVE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO REFURBISH THE EXISTING BIOMEDICAL LIBRARY BUILDING ON THE UCSD CAMPUS AND ESTABLISH THE NATASHA WONG ENDOWMENT FOR EAST ASIAN COLLECTIONS AND SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMBRIDGE IN AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF CALIFORNIA SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2POWAY UNIFIED SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF CALIFORNIA SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01120 AVENUE OF THE AMERICAS 17TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19500 GILMAN DRIVE 0937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt215250 AVENUE OF SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39500 GILMAN DRIVE 0937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2921283406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392093
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0779484
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0797243
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0797243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04642431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0758760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01144936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01493982
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01493982
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06823146
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0277019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04642431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0758760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01144936
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01074262
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0277019
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08317128
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08040109
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0DOSTART HANNINK & COVENEY
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0142173
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0177716
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt035543
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt021009
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt015452
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt015452
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010557
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PY EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15732
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1501
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,226,814
Liabilities
$5,009,712
Net assets
$10,217,102
Revenue
$451,252
Expenses
$1,237,543
Net income
-$786,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.9$5.00$9.94$1.16$1.43$0.27
2023Detailed filing. Detailed filing data is available for this year.$15.2$5.01$10.2$0.45$1.24$0.79
2022Detailed filing. Detailed filing data is available for this year.$15.5$4.50$11.0$0.97$5.66$4.68
2021Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.52$0.58$0.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$0.85$1.73$0.89
2019Summary only. Only limited summary data is available for this year.$15.7$0.00$0.91$2.22$1.31
2015Summary only. Only limited summary data is available for this year.$25.3$0.01$1.84$1.83$0.01
2014Summary only. Only limited summary data is available for this year.$25.3$0.00$1.72$0.92$0.80
2013Summary only. Only limited summary data is available for this year.$24.5$0.00$1.59$7.60$6.01
2012Summary only. Only limited summary data is available for this year.$30.6$0.00$3.01$10.0$7.03
2011Summary only. Only limited summary data is available for this year.$37.6$0.00$2.09$1.57$0.52