Civic Intelligence

George H Graff Irrevocable Trust Richard L Lynch Successor Trustee

990PF • Fiscal year 2020 • EIN 65-6463779

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 03, 2021

Organization Profile
603 N Indian River Dr Ste 300Ft Pierce, FL 34950

(772) 466-1040

Siviq Scores

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

Liabilities / Assets

39th percentile

0.04x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.86x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

36th percentile

-0.5%

Higher net margin than 36% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

29th percentile

$49,644

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

40%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$17,483,519

Up $2,633,511 (+18%) from 2019

Net Assets

Up

$16,741,543

Up $2,570,791 (+18%) from 2019

Liabilities

Up

$741,976

Up $62,720 (+9.2%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin36th percentile

Revenue

Up

$859,197

Up $246,594 (+40%) from 2019

Expenses

Up

$863,752

Up $67,815 (+8.5%) from 2019

Net Income

Up

-$4,555

Up $178,779 (+98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$30M$20M$10M$0Assets 2011: $9,680,355Liabilities 2011: $494,0002011Assets 2012: $10,102,510Liabilities 2012: $513,7342012Assets 2013: $11,892,178Liabilities 2013: $542,664Net Assets 2013: $11,349,5142013Assets 2014: $12,216,978Liabilities 2014: $582,416Net Assets 2014: $11,634,5622014Assets 2015: $11,638,304Liabilities 2015: $584,064Net Assets 2015: $11,054,2402015Assets 2016: $11,834,233Liabilities 2016: $563,385Net Assets 2016: $11,270,8482016Assets 2017: $13,219,422Liabilities 2017: $596,320Net Assets 2017: $12,623,1022017Assets 2018: $12,748,483Liabilities 2018: $659,897Net Assets 2018: $12,088,5862018Assets 2019: $14,850,008Liabilities 2019: $679,256Net Assets 2019: $14,170,7522019Assets 2020: $17,483,519Liabilities 2020: $741,976Net Assets 2020: $16,741,5432020Assets 2021: $19,671,481Liabilities 2021: $897,568Net Assets 2021: $18,773,9132021Assets 2022: $15,761,917Liabilities 2022: $822,058Net Assets 2022: $14,939,8592022Assets 2023: $17,387,539Liabilities 2023: $785,576Net Assets 2023: $16,601,9632023Assets 2024: $20,511,468Liabilities 2024: $933,367Net Assets 2024: $19,578,1012024

Highlighted filing

2020

Assets$17,483,519
Liabilities$741,976
Net Assets$16,741,543
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $313,293Expenses 2011: $856,662Net Income 2011: -$543,3692011Revenue 2012: $127,877Expenses 2012: $669,726Net Income 2012: -$541,8492012Revenue 2013: $631,793Expenses 2013: $682,479Net Income 2013: -$50,6862013Revenue 2014: $638,281Expenses 2014: $734,156Net Income 2014: -$95,8752014Revenue 2015: $1,172,257Expenses 2015: $736,598Net Income 2015: $435,6592015Revenue 2016: $902,368Expenses 2016: $711,237Net Income 2016: $191,1312016Revenue 2017: $1,095,266Expenses 2017: $749,364Net Income 2017: $345,9022017Revenue 2018: $2,541,372Expenses 2018: $818,148Net Income 2018: $1,723,2242018Revenue 2019: $612,603Expenses 2019: $795,937Net Income 2019: -$183,3342019Revenue 2020: $859,197Expenses 2020: $863,752Net Income 2020: -$4,5552020Revenue 2021: $1,938,867Expenses 2021: $1,043,992Net Income 2021: $894,8752021Revenue 2022: $1,300,935Expenses 2022: $967,554Net Income 2022: $333,3812022Revenue 2023: $1,178,895Expenses 2023: $918,110Net Income 2023: $260,7852023Revenue 2024: $2,930,288Expenses 2024: $1,086,946Net Income 2024: $1,843,3422024

Highlighted filing

2020

Revenue$859,197
Expenses$863,752
Net Income-$4,555
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD L LYNCHSuccessor Tr-$49,644-$49,644
Filing and Contact Details

Filer

Filer Name
George H Graff Irrevocable Trust
EIN
65-6463779
Phone
7724661040
Address
603 N INDIAN RIVER DR STE 300, FT PIERCE, FL 34950

Signing Officer

Name
Richard L Lynch
Title
Successor Trustee
Phone
7724661040
Signed
2021-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Johnson & Long LLC
Address
603 NORTH INDIAN RIVER DRIVE SUITE, FORT PIERCE, FL 34950
Preparer
Richard L Lynch
Phone
7724661040
Raw XML AppendixShowing 400 of 624 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt34PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt40PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42020-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102020-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192020-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272020-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-12843
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-71465
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-40163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-86944
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13-21624
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt159576
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1981706
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-1030
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt223665
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-126619
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2411452
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-33625
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26733
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2760202
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2823970
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29-2688
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30-168
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY/BOSTON PRIVATE WEALTH
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0303705
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0555492
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0859197
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt049644
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0679256
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0741976
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0303705
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0303705
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4555
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07319242
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0554723
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0231573
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt063182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt063182
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0679256
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt072132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0863752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0303705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0859197
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt072132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0121776
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4555
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02575346
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016741543
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014170752
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016741543
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0741300
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0741300
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0741300
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0744519
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03219
IRS990PF/DistributableAmountGrp/TotalTaxAmt03219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0700
IRS990PF/FMVAssetsEOYAmt017482819
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt014170752
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt016741543
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014522173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt017171210
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017171210
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0679256
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0741976
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02900
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0700
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0324935
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0311609
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0311609
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014850008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017483519
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017482819
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0679256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0741976
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014850008
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017483519
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014170752
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016741543
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015117139
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0630054
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014487085
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0226757
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0744519
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014890382
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015117139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt049644
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD L LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SUCCESSOR TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0603 N INDIAN RIVER DR STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT PIERCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034950
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0679256
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0679256
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0679256
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,483,519
Liabilities
$741,976
Net assets
$16,741,543
Revenue
$859,197
Expenses
$863,752
Net income
-$4,555
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.$20.5$0.93$19.6$2.93$1.09$1.84
2023Detailed filing. Detailed filing data is available for this year.$17.4$0.79$16.6$1.18$0.92$0.26
2022Detailed filing. Detailed filing data is available for this year.$15.8$0.82$14.9$1.30$0.97$0.33
2021Detailed filing. Detailed filing data is available for this year.$19.7$0.90$18.8$1.94$1.04$0.89
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.74$16.7$0.86$0.86$0.00
2019Detailed filing. Detailed filing data is available for this year.$14.9$0.68$14.2$0.61$0.80$0.18
2018Detailed filing. Detailed filing data is available for this year.$12.7$0.66$12.1$2.54$0.82$1.72
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.60$12.6$1.10$0.75$0.35
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.56$11.3$0.90$0.71$0.19
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.58$11.1$1.17$0.74$0.44
2014Detailed filing. Detailed filing data is available for this year.$12.2$0.58$11.6$0.64$0.73$0.10
2013Detailed filing. Detailed filing data is available for this year.$11.9$0.54$11.3$0.63$0.68$0.05
2012Summary only. Only limited summary data is available for this year.$10.1$0.51$0.13$0.67$0.54
2011Summary only. Only limited summary data is available for this year.$9.68$0.49$0.31$0.86$0.54