Civic Intelligence

First Lutheran School Endowment

990PF • Fiscal year 2018 • EIN 71-6050601

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 08, 2019

Organization Profile
PO Box 7Fort Smith, AR 72902

(479) 788-4288

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

9th percentile

-59%

Higher net margin than 9% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.5%

Faster asset growth than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$244,708

Down $6,312 (-2.5%) from 2017

Net Assets

Down

$244,708

Down $6,312 (-2.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Up

$10,695

Up $2,061 (+24%) from 2017

Expenses

Down

$17,007

Down $2,670 (-14%) from 2017

Net Income

Up

-$6,312

Up $4,731 (+43%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2011: $330,181Liabilities 2011: $0Net Assets 2011: $330,1812011Assets 2012: $319,749Liabilities 2012: $0Net Assets 2012: $319,7492012Assets 2013: $309,139Liabilities 2013: $4,515Net Assets 2013: $304,6242013Assets 2014: $291,492Liabilities 2014: $0Net Assets 2014: $291,4922014Assets 2015: $277,485Liabilities 2015: $0Net Assets 2015: $277,4852015Assets 2016: $262,063Liabilities 2016: $0Net Assets 2016: $262,0632016Assets 2017: $251,020Liabilities 2017: $0Net Assets 2017: $251,0202017Assets 2018: $244,708Liabilities 2018: $0Net Assets 2018: $244,7082018Assets 2019: $235,723Liabilities 2019: $0Net Assets 2019: $235,7232019Assets 2020: $234,367Liabilities 2020: $0Net Assets 2020: $234,3672020Assets 2021: $244,408Liabilities 2021: $0Net Assets 2021: $244,4082021Assets 2022: $235,070Liabilities 2022: $0Net Assets 2022: $235,0702022Assets 2023: $230,436Liabilities 2023: $0Net Assets 2023: $230,4362023Assets 2024: $235,270Liabilities 2024: $0Net Assets 2024: $235,2702024

Highlighted filing

2018

Assets$244,708
Liabilities$0
Net Assets$244,708
Open 2018 Filing

Operations Trend

Revenue Growth76th percentile

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

$40K$20K$0-$20KExpenses 2011: $21,6332011Expenses 2012: $17,8592012Revenue 2013: $4,347Expenses 2013: $19,472Net Income 2013: -$15,1252013Revenue 2014: $6,616Expenses 2014: $19,748Net Income 2014: -$13,1322014Revenue 2015: $5,658Expenses 2015: $19,665Net Income 2015: -$14,0072015Revenue 2016: $3,457Expenses 2016: $18,879Net Income 2016: -$15,4222016Revenue 2017: $8,634Expenses 2017: $19,677Net Income 2017: -$11,0432017Revenue 2018: $10,695Expenses 2018: $17,007Net Income 2018: -$6,3122018Revenue 2019: $9,618Expenses 2019: $18,603Net Income 2019: -$8,9852019Revenue 2020: $15,362Expenses 2020: $16,718Net Income 2020: -$1,3562020Revenue 2021: $26,833Expenses 2021: $16,792Net Income 2021: $10,0412021Revenue 2022: $6,214Expenses 2022: $15,552Net Income 2022: -$9,3382022Revenue 2023: -$680Expenses 2023: $3,954Net Income 2023: -$4,6342023Revenue 2024: $9,210Expenses 2024: $4,376Net Income 2024: $4,8342024

Highlighted filing

2018

Revenue$10,695
Expenses$17,007
Net Income-$6,312
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL T BARRTrustee-$0--
WILLIAM SHAVER IIITrustee-$0--
MIKE KAASATrustee-$0--
Filing and Contact Details

Filer

Filer Name
First Lutheran School Endowment
EIN
71-6050601
Phone
4797884288
Address
PO BOX 7, FORT SMITH, AR 72902

Signing Officer

Name
Michael T Barr
Title
Trustee
Phone
4797884288
Signed
2019-08-08

Preparer

Firm
Przybysz & Associates Cpas Pc
Address
4200 JENNY LIND RD STE B, FORT SMITH, AR 72901
Preparer
John Przybysz CPA
Phone
4796490888
Raw XML Appendix326 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0375
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01125
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02017-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0LONG-TERM GAINS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt043623
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt048000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt04377
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0COSTCO WHSL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GEORGIA POWER COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2IBM CORP 1.125%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JPMORGAN CHASE & CO 1.8%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MERCK & CO INC 2.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5MORGAN STANLEY 1.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6PEPSICO INC 3.1%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7UNITED PARCEL SERVICE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8UNITED PARCEL SERVICE INC. 2.05%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9WELLS FARGO & CO 2.15%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt014934
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt120031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt219647
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt315022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt420098
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt525598
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt614726
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt720188
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt014844
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt119674
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt219597
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt314866
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt419961
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt525205
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt614738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt719994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt329204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt613697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt360792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt613433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY INTL DISCOVERY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD EQUITY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD STK MKT INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD SMALL-CAP GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VANGUARD MID-CAP INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD INFLATION PROT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04718
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0450
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt04377
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01150
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06318
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04377
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010695
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013031
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013031
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04718
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04718
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6312
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt048450
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01150
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01150
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04827
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03367
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02435
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0984
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG-TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0450
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6312
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0244708
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0251020
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0244708
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014982
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014982
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014982
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015049
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt067
IRS990PF/DistributableAmountGrp/TotalTaxAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt067
IRS990PF/FMVAssetsEOYAmt0285125
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0307856
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0312683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0130357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0150244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0148879
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt060961
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt057422
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt099204
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt023658
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt035959
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt023658
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt023658
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-56836
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-67975
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023743
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013384
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013384
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0251020
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0244708
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0285125
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0251020
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0244708
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0251020
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0244708
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0305572
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016287
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0253838
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04584
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt035447
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015049
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0300988
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0305572
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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/PersonNm0MICHAEL T BARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM SHAVER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MIKE KAASA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09705 BRIDGEFORD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110601 HARROW HEATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23017 ROYAL SCOTS WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FORT SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FORT SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd072908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd172908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd272908
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt016049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt016704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt016487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0300988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0305284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0305748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0318824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0332101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0333099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.258961
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014015
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014015
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014015
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
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIRST NATIONL BANK TRUST DEPT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 7
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT SMITH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd072902
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04797884288
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST LUTHERAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02407 MASSARD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013031
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01714
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012301
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014982
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014015
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013268
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012301
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt023658
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0FIRST LUTHERAN SCHOOL
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.0000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02435
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0609
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01826
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL T BARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04797884288
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST LUTHERAN SCHOOL ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FIRST NATIONAL BANK OF FT SMITH
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0716050601
ReturnHeader/Filer/PhoneNum04797884288
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7
ReturnHeader/Filer/USAddress/CityNm0FORT SMITH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072902
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId015B96C98417D9046025BA4F8373D973CFA7555B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05DE9C38AF2584990F42E93E239A19B7624BDACB8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.205.197.34
ReturnHeader/FilingSecurityInformation/IPDt02019-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:21:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202759879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRZYBYSZ & ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04200 JENNY LIND RD STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT SMITH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072901
ReturnHeader/PreparerPersonGrp/PhoneNum04796490888
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN PRZYBYSZ CPA
ReturnHeader/ReturnTs02019-08-08T09:21:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,708
Liabilities
$0
Net assets
$244,708
Revenue
$10,695
Expenses
$17,007
Net income
-$6,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.09$0.04$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.01$0.04$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.06$0.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.27$0.17$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.15$0.17$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.10$0.19$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.11$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.09$0.20$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.03$0.19$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.06$0.20$0.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.07$0.20$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.05$3.05$0.04$0.19$0.15
2012Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.22