Civic Intelligence

Altec-Styslinger Foundation Inc.

990PF • Fiscal year 2019 • EIN 72-1372302

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization Profile
210 Inverness Center DrBirmingham, AL 35242

(205) 991-7733

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$87,753,803

Up $36,868,311 (+72%) from 2015

Net Assets

$87,753,803

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin92nd percentile

Revenue

Down

$12,386,732

Down $1,368,212 (-9.9%) from 2015

Expenses

Up

$4,802,954

Up $2,481,810 (+107%) from 2015

Net Income

Down

$7,583,778

Down $3,850,022 (-34%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2011: $12,537,571Liabilities 2011: $02011Assets 2012: $21,044,324Liabilities 2012: $02012Assets 2013: $39,960,042Liabilities 2013: $02013Assets 2014: $39,313,986Liabilities 2014: $02014Assets 2015: $50,885,492Liabilities 2015: $02015Assets 2019: $87,753,803Liabilities 2019: $0Net Assets 2019: $87,753,8032019Assets 2020: $111,864,916Liabilities 2020: $0Net Assets 2020: $111,864,9162020Assets 2021: $128,305,509Liabilities 2021: $0Net Assets 2021: $128,305,5092021Assets 2022: $135,161,473Liabilities 2022: $0Net Assets 2022: $135,161,4732022Assets 2023: $139,629,225Liabilities 2023: $0Net Assets 2023: $139,629,2252023Assets 2024: $142,936,038Liabilities 2024: $0Net Assets 2024: $142,936,0382024

Highlighted filing

2019

Assets$87,753,803
Liabilities$0
Net Assets$87,753,803
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $4,265,874Expenses 2011: $997,748Net Income 2011: $3,268,1262011Revenue 2012: $9,551,703Expenses 2012: $829,117Net Income 2012: $8,722,5862012Revenue 2013: $20,877,592Expenses 2013: $2,064,347Net Income 2013: $18,813,2452013Revenue 2014: $1,051,014Expenses 2014: $1,740,184Net Income 2014: -$689,1702014Revenue 2015: $13,754,944Expenses 2015: $2,321,144Net Income 2015: $11,433,8002015Revenue 2019: $12,386,732Expenses 2019: $4,802,954Net Income 2019: $7,583,7782019Revenue 2020: $30,859,975Expenses 2020: $6,965,125Net Income 2020: $23,894,8502020Revenue 2021: $25,360,360Expenses 2021: $8,726,278Net Income 2021: $16,634,0822021Revenue 2022: $14,641,648Expenses 2022: $8,277,356Net Income 2022: $6,364,2922022Revenue 2023: $13,581,203Expenses 2023: $9,011,096Net Income 2023: $4,570,1072023Revenue 2024: $13,658,583Expenses 2024: $10,458,628Net Income 2024: $3,199,9552024

Highlighted filing

2019

Revenue$12,386,732
Expenses$4,802,954
Net Income$7,583,778
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE J STYSLINGER JRChairman-$0--
LEE J STYSLINGER IIIPresident & CEO-$0--
ALLEN W RITCHIESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Altecstyslinger Foundation
EIN
72-1372302
Phone
2059917733
Address
210 INVERNESS CENTER DR, BIRMINGHAM, AL 35242

Signing Officer

Name
Allen W Ritchie
Title
Secretary
Phone
2059917733
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
216 SUMMIT BLVD SUITE 300, BIRMINGHAM, AL 35243
Preparer
Lee Sims
Phone
2052780001
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71032206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81202899
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/PropertyDesc0ARCHSTONE - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CENTENNIAL REAL ESTATE FUND III, LP - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CENTENNIAL REAL ESTATE FUND IV, LP - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CLEARVUE PARTNERS - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COSTANOA VENTURE CAPITAL I, LP - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5COSTANOA VENTURE CAPITAL OPPORTUNITY FUND - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FIDELITY - PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FORAGER FUND, L.P. - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FORAGER FUND, L.P. - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SCHWAB - PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SHENKMAN FUNDS - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11STEELMILL FUND - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12STONE RIDGE FUND - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0500738
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07583778
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0648912
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0835500
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt088402715
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt079983437
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt087753803
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04844788
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04844788
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04844788
IRS990PF/DistributableAmountGrp/IncomeTaxAmt069432
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04955938
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt041718
IRS990PF/DistributableAmountGrp/TotalTaxAmt0111150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt037200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt054040
IRS990PF/FMVAssetsEOYAmt0109643557
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010899074
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0841009
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0841009
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt040870246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt058816226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt077506309
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt012117909
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014212002
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt017406829
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt079983437
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt087753803
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016096208
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06093718
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06093718
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt079983437
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt087753803
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0109643557
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt079983437
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt087753803
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt079983437
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt087753803
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt07790848
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt07795692
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0100628181
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09161317
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt074060035
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01509423
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt017406829
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04955938
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt099118758
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0100628181
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FIDELITY INVESTMENTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt060843
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 28019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0ALBUQUERQUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0871258019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/PersonNm0LEE J STYSLINGER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LEE J STYSLINGER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALLEN W RITCHIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0210 INVERNESS CENTER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1210 INVERNESS CENTER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2210 INVERNESS CENTER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd035242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd135242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd235242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05231587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05252446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04619263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04688292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03570195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02195272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01630821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.065714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.061451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt020859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt099118758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt081844990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt071343590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt058098091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt051285991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt043493265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04289734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263905
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04289734
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04289734
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04289734
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,753,803
Liabilities
$0
Net assets
$87,753,803
Revenue
$12,386,732
Expenses
$4,802,954
Net income
$7,583,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$143$0.00$143$13.7$10.5$3.20
2023Detailed filing. Detailed filing data is available for this year.$140$0.00$140$13.6$9.01$4.57
2022Detailed filing. Detailed filing data is available for this year.$135$0.00$135$14.6$8.28$6.36
2021Detailed filing. Detailed filing data is available for this year.$128$0.00$128$25.4$8.73$16.6
2020Detailed filing. Detailed filing data is available for this year.$112$0.00$112$30.9$6.97$23.9
2019Detailed filing. Detailed filing data is available for this year.$87.8$0.00$87.8$12.4$4.80$7.58
2015Summary only. Only limited summary data is available for this year.$50.9$0.00$13.8$2.32$11.4
2014Summary only. Only limited summary data is available for this year.$39.3$0.00$1.05$1.74$0.69
2013Summary only. Only limited summary data is available for this year.$40.0$0.00$20.9$2.06$18.8
2012Summary only. Only limited summary data is available for this year.$21.0$0.00$9.55$0.83$8.72
2011Summary only. Only limited summary data is available for this year.$12.5$0.00$4.27$1.00$3.27