Civic Intelligence

The Soderquist Family Foundation C/O Donald G Soderquist

990PF • Fiscal year 2015 • EIN 73-1621266

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 02, 2016

Organization Profile
PO Box 3215Oak Park, IL 60303-3215

(773) 230-1788

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

22nd percentile

$30,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

61st percentile

3.4%

Faster asset growth than 61% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-31%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$22,236,308

Up $730,602 (+3.4%) from 2014

Net Assets

Up

$22,235,391

Up $741,052 (+3.4%) from 2014

Liabilities

Down

$917

Down $10,450 (-92%) from 2014

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Down

$2,087,255

Down $916,445 (-31%) from 2014

Expenses

Up

$1,346,203

Up $386,359 (+40%) from 2014

Net Income

Down

$741,052

Down $1,302,804 (-64%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$40M$30M$20M$10M$0Assets 2010: $16,220,324Liabilities 2010: $0Net Assets 2010: $16,220,3242010Assets 2011: $17,128,165Liabilities 2011: $12011Assets 2012: $17,975,251Liabilities 2012: $0Net Assets 2012: $17,975,2512012Assets 2013: $19,450,483Liabilities 2013: $0Net Assets 2013: $19,450,4832013Assets 2014: $21,505,706Liabilities 2014: $11,367Net Assets 2014: $21,494,3392014Assets 2015: $22,236,308Liabilities 2015: $917Net Assets 2015: $22,235,3912015Assets 2016: $21,794,344Liabilities 2016: $604Net Assets 2016: $21,793,7402016Assets 2017: $23,655,083Liabilities 2017: $1,661Net Assets 2017: $23,653,4222017Assets 2018: $32,923,896Liabilities 2018: $1,661Net Assets 2018: $32,922,2352018Assets 2019: $11,755,670Liabilities 2019: $5,0462019Assets 2020: $13,780,944Liabilities 2020: $38,007Net Assets 2020: $13,742,9372020Assets 2021: $13,685,012Liabilities 2021: $31,138Net Assets 2021: $13,653,8742021Assets 2022: $13,053,827Liabilities 2022: $2,789Net Assets 2022: $13,051,0382022Assets 2023: $11,794,673Liabilities 2023: $1,661Net Assets 2023: $11,793,0122023Assets 2024: $10,833,968Liabilities 2024: $1,661Net Assets 2024: $10,832,3072024

Highlighted filing

2015

Assets$22,236,308
Liabilities$917
Net Assets$22,235,391
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,026,6542010Revenue 2011: $1,884,425Expenses 2011: $976,584Net Income 2011: $907,8412011Expenses 2012: $923,9632012Revenue 2013: $2,360,928Expenses 2013: $885,696Net Income 2013: $1,475,2322013Revenue 2014: $3,003,700Expenses 2014: $959,844Net Income 2014: $2,043,8562014Revenue 2015: $2,087,255Expenses 2015: $1,346,203Net Income 2015: $741,0522015Revenue 2016: $950,702Expenses 2016: $1,392,353Net Income 2016: -$441,6512016Revenue 2017: $3,316,273Expenses 2017: $1,456,591Net Income 2017: $1,859,6822017Revenue 2018: $9,638,309Expenses 2018: $295,658Net Income 2018: $9,342,6512018Revenue 2019: $5,196,450Expenses 2019: $1,729,218Net Income 2019: $3,467,2322019Revenue 2020: $2,819,626Expenses 2020: $827,313Net Income 2020: $1,992,3132020Revenue 2021: $1,017,375Expenses 2021: $1,106,438Net Income 2021: -$89,0632021Revenue 2022: $764,033Expenses 2022: $1,309,087Net Income 2022: -$545,0542022Revenue 2023: $306,753Expenses 2023: $1,564,779Net Income 2023: -$1,258,0262023Revenue 2024: $317,580Expenses 2024: $1,278,285Net Income 2024: -$960,7052024

Highlighted filing

2015

Revenue$2,087,255
Expenses$1,346,203
Net Income$741,052
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK SODERQUISTDirector/PresidentPT$30,000-$30,000
DONALD G SODERQUISTDirector/Vice PresidentPT$0--
JOANN SODERQUISTDirector/Secretary/Treasur-$0--
WENDY SODERQUIST-TOGAMIDirector/Vice President-$0--
SANDRA FORDDirector/Vice President-$0--
JEFFERY SODERQUISTDirector/Vice President-$0--
Filing and Contact Details

Filer

Filer Name
The Soderquist Family Foundation
EIN
73-1621266
Phone
7732301788
Address
PO BOX 3215, OAK PARK, IL 60303-3215

Signing Officer

Name
Mark W Soderquist
Title
Director/president
Phone
7732301788
Signed
2016-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Bricker & Adams Pc
Address
12977 NORTH FORTY DRIVE SUITE 309, ST LOUIS, MO 63141
Preparer
Ryan Bricker
Phone
3143363324
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0490938
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0515
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0906226
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0906226
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt011124
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011124
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0490938
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01163725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01163725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01181029
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0414773
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0414773
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0741052
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03677041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0490938
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0751756
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt03835
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt093
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt093
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0124536
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0124536
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03008
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012181
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01163725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0154470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01346203
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0906226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02087255
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0154470
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0182478
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0709
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0126578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1455438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2167112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32436813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1234486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-10901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt375085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5205049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1234486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-10901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt375085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5205049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0113797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1689924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2156211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32511898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5205049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RAYMOND JAMES 78336171 - ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RAYMOND JAMES 78336171 - ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RAYMOND JAMES 79785837 - ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RAYMOND JAMES 79785837 - ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PRINC PYMNT-SPDR GOLD TR GOLD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0490938
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0741052
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022235391
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021494339
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022235391
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0852917
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0852917
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0852917
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0860435
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07518
IRS990PF/DistributableAmountGrp/TotalTaxAmt07518
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt025882
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt033400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07518
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt025882
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07518
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07518
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt033400
IRS990PF/FMVAssetsEOYAmt022613614
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011591420
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015213569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015197271
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt05001473
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt05001473
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt05001473
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt05395077
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt016124
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt022036
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt022036
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt011367
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0917
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt025882
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt025882
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt021494339
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt022235391
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04896689
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01973348
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01973348
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021505706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022236308
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022613614
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt011367
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021505706
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022236308
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021494339
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022235391
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017470757
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01634661
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015836096
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0262061
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0860435
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017208696
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017470757
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ARVEST ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0124536
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 1515
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0LOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0AR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd072745
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD G SODERQUIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOANN SODERQUIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK SODERQUIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WENDY SODERQUIST-TOGAMI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SANDRA FORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JEFFERY SODERQUIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/SECRETARY/TREASUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR/VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR/VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR/VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 SOUTH 19TH STREET SUITE P
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1201 SOUTH 19TH STREET SUITE P
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 3215

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,236,308
Liabilities
$917
Net assets
$22,235,391
Revenue
$2,087,255
Expenses
$1,346,203
Net income
$741,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.32$1.28$0.96
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.31$1.56$1.26
2022Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.76$1.31$0.55
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.03$13.7$1.02$1.11$0.09
2020Detailed filing. Detailed filing data is available for this year.$13.8$0.04$13.7$2.82$0.83$1.99
2019Summary only. Only limited summary data is available for this year.$11.8$0.01$5.20$1.73$3.47
2018Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$9.64$0.30$9.34
2017Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$3.32$1.46$1.86
2016Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$0.95$1.39$0.44
2015Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$2.09$1.35$0.74
2014Detailed filing. Detailed filing data is available for this year.$21.5$0.01$21.5$3.00$0.96$2.04
2013Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$2.36$0.89$1.48
2012Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.92
2011Summary only. Only limited summary data is available for this year.$17.1$0.00$1.88$0.98$0.91
2010Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$1.03