Civic Intelligence

Jess L and Miriam B Stevens Foundation

990PF • Fiscal year 2021 • EIN 73-1557364

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 08, 2021

Organization Profile
4100 First Place Tower 15 E 5th STulsa, OK 74103

(918) 694-5527

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

20th percentile

-4.0%

Higher net margin than 20% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$92,400

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

23rd percentile

-0.5%

Faster asset growth than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-5.3%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,371,527

Down $45,657 (-0.5%) from 2020

Net Assets

$8,371,527

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin20th percentile

Revenue

Down

$1,133,500

Down $63,712 (-5.3%) from 2020

Expenses

Up

$1,179,145

Up $5,428 (+0.5%) from 2020

Net Income

Down

-$45,645

Down $69,140 (-294%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$15M$10M$5.0M$0Assets 2011: $11,057,452Liabilities 2011: $02011Assets 2012: $10,491,644Liabilities 2012: $02012Assets 2013: $10,204,565Liabilities 2013: $02013Assets 2014: $9,961,515Liabilities 2014: $02014Assets 2015: $9,956,493Liabilities 2015: $02015Assets 2019: $8,382,727Liabilities 2019: $02019Assets 2020: $8,417,184Liabilities 2020: $02020Assets 2021: $8,371,527Liabilities 2021: $0Net Assets 2021: $8,371,5272021Assets 2022: $7,969,640Liabilities 2022: $0Net Assets 2022: $7,969,6402022Assets 2023: $7,508,911Liabilities 2023: $0Net Assets 2023: $7,508,9112023Assets 2024: $6,834,671Liabilities 2024: $0Net Assets 2024: $6,834,6712024Assets 2025: $6,401,107Liabilities 2025: $0Net Assets 2025: $6,401,1072025

Highlighted filing

2021

Assets$8,371,527
Liabilities$0
Net Assets$8,371,527
Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $477,671Expenses 2011: $993,347Net Income 2011: -$515,6762011Revenue 2012: $430,346Expenses 2012: $996,154Net Income 2012: -$565,8082012Revenue 2013: $737,820Expenses 2013: $1,024,899Net Income 2013: -$287,0792013Revenue 2014: $782,962Expenses 2014: $1,027,324Net Income 2014: -$244,3622014Revenue 2015: $1,058,937Expenses 2015: $1,063,988Net Income 2015: -$5,0512015Revenue 2019: $675,404Expenses 2019: $1,170,155Net Income 2019: -$494,7512019Revenue 2020: $1,197,212Expenses 2020: $1,173,717Net Income 2020: $23,4952020Revenue 2021: $1,133,500Expenses 2021: $1,179,145Net Income 2021: -$45,6452021Revenue 2022: $809,801Expenses 2022: $1,227,618Net Income 2022: -$417,8172022Revenue 2023: $720,156Expenses 2023: $1,184,598Net Income 2023: -$464,4422023Revenue 2024: $512,721Expenses 2024: $1,188,999Net Income 2024: -$676,2782024Revenue 2025: $807,968Expenses 2025: $1,237,947Net Income 2025: -$429,9792025

Highlighted filing

2021

Revenue$1,133,500
Expenses$1,179,145
Net Income-$45,645
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH J MCCAIN JRTrusteePT$92,400-$92,400
Filing and Contact Details

Filer

Filer Name
Jess L and Miriam B Stevens Foundation
EIN
73-1557364
Phone
9186945527
Address
4100 FIRST PLACE TOWER 15 E 5TH S, TULSA, OK 74103

Signing Officer

Name
Joseph J Mccain
Title
Trustee
Phone
9186945527
Signed
2021-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
W Lyndel Lackey
Phone
9187452333
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01001105
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0156411
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01179145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01133500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01133500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021605
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0156411
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0199645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12250552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1830710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1830710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13081262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SECURITIES - RETURN OF PRINCIPAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0833322
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-45645
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt012
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08371539
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08417184
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08371527
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0581013
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0581013
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0581013
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0594595
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013582
IRS990PF/DistributableAmountGrp/TotalTaxAmt013582
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013582
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013582
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013582
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010800
IRS990PF/FMVAssetsEOYAmt012399450
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt016446
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt067495
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt067495
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03122015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03475881
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03522299
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03887225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03958457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07941965
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05108
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05887
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05887
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0448054
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0443814
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0450682
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08417184
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08371527
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0102192
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt066365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt066365
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08417184
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08371527
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012399450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08417184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08371527
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08417184
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08371527
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0836144
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0353628
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0344757
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012072990
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0154952
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011918038
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0181095
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0594595
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011891895
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012072990
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0COVINGTON CAPITAL MANAGEMENT 601 S FIGUEROA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt077416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0SUITE 2000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd090017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt092400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH J MCCAIN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 VENTANA WAY NORTH APT 1007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01001105
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01001105
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01001105
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
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/TransactionsFailToQlfyAsExcInd00
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04100 FIRST PLACE TOWER 15 E 5TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOSEPH J MCCAIN JR TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum09186945527
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,371,527
Liabilities
$0
Net assets
$8,371,527
Revenue
$1,133,500
Expenses
$1,179,145
Net income
-$45,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.81$1.24$0.43
2024Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.51$1.19$0.68
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.72$1.18$0.46
2022Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.81$1.23$0.42
2021Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$1.13$1.18$0.05
2020Summary only. Only limited summary data is available for this year.$8.42$0.00$1.20$1.17$0.02
2019Summary only. Only limited summary data is available for this year.$8.38$0.00$0.68$1.17$0.49
2015Summary only. Only limited summary data is available for this year.$9.96$0.00$1.06$1.06$0.01
2014Summary only. Only limited summary data is available for this year.$9.96$0.00$0.78$1.03$0.24
2013Summary only. Only limited summary data is available for this year.$10.2$0.00$0.74$1.02$0.29
2012Summary only. Only limited summary data is available for this year.$10.5$0.00$0.43$1.00$0.57
2011Summary only. Only limited summary data is available for this year.$11.1$0.00$0.48$0.99$0.52