Civic Intelligence

The Burdine Johnson Foundation

990PF • Fiscal year 2020 • EIN 74-6036669

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
P O Box 1230Buda, TX 78610

(512) 312-1336

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.02x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

23rd percentile

$53,641

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

33rd percentile

1.0%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-1.7%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$28,859,305

Up $298,473 (+1.0%) from 2019

Net Assets

$28,824,305

No earlier filing loaded for comparison.

Liabilities

Up

$35,000

Up $30,000 (+600%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin65th percentile

Revenue

Down

$2,232,572

Down $38,374 (-1.7%) from 2019

Expenses

Up

$1,964,099

Up $37,204 (+1.9%) from 2019

Net Income

Down

$268,473

Down $75,578 (-22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $26,342,968Liabilities 2011: $02011Assets 2012: $27,264,950Liabilities 2012: $15,0002012Assets 2013: $26,493,180Liabilities 2013: $02013Assets 2014: $26,762,107Liabilities 2014: $18,0002014Assets 2015: $26,487,329Liabilities 2015: $02015Assets 2019: $28,560,832Liabilities 2019: $5,0002019Assets 2020: $28,859,305Liabilities 2020: $35,000Net Assets 2020: $28,824,3052020Assets 2021: $29,960,002Liabilities 2021: $20,000Net Assets 2021: $29,940,0022021Assets 2022: $30,079,557Liabilities 2022: $22,000Net Assets 2022: $30,057,5572022Assets 2023: $29,211,880Liabilities 2023: $22,000Net Assets 2023: $29,189,8802023Assets 2024: $31,680,746Liabilities 2024: $80,688Net Assets 2024: $31,600,0582024

Highlighted filing

2020

Assets$28,859,305
Liabilities$35,000
Net Assets$28,824,305
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $710,775Expenses 2011: $1,696,287Net Income 2011: -$985,5122011Revenue 2012: $2,673,920Expenses 2012: $1,766,938Net Income 2012: $906,9822012Revenue 2013: $1,067,785Expenses 2013: $1,824,555Net Income 2013: -$756,7702013Revenue 2014: $2,198,688Expenses 2014: $1,947,761Net Income 2014: $250,9272014Revenue 2015: $1,608,701Expenses 2015: $1,865,479Net Income 2015: -$256,7782015Revenue 2019: $2,270,946Expenses 2019: $1,926,895Net Income 2019: $344,0512019Revenue 2020: $2,232,572Expenses 2020: $1,964,099Net Income 2020: $268,4732020Revenue 2021: $3,010,652Expenses 2021: $1,894,955Net Income 2021: $1,115,6972021Revenue 2022: $2,114,654Expenses 2022: $1,997,099Net Income 2022: $117,5552022Revenue 2023: $1,132,666Expenses 2023: $2,000,343Net Income 2023: -$867,6772023Revenue 2024: $4,546,640Expenses 2024: $2,136,462Net Income 2024: $2,410,1782024

Highlighted filing

2020

Revenue$2,232,572
Expenses$1,964,099
Net Income$268,473
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM T JOHNSONTrusteePT$30,000$23,641$53,641
ROBERT C GIBERSONTrusteePT$30,000$14,059$44,059
KATHERINE A JOHNSONTrusteePT$30,000$14,059$44,059
Filing and Contact Details

Filer

Filer Name
The Burdine Johnson Foundation
EIN
74-6036669
Phone
5123121336
Address
P O BOX 1230, BUDA, TX 78610

Signing Officer

Name
Robert C Giberson
Title
Trustee
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Stoner & Bouldin LLP
Address
8403 Shoal Creek Blvd Ste 200, Austin, TX 78757
Preparer
Susan Seals Stoner
Phone
5124581391
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02369
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01365445
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0113407
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028352
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0141759
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01652693
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01652693
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01119
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0824005
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0866496
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0268473
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03614909
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01365445
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02135381
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt071166
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt017792
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt088958
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014988
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025537
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0573
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0573
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09852
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06486
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt051338
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01862906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt054700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01964099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02190081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02232572
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0210213
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt054700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0311406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82002-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91998-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0505880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1302789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2505405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3315691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4216392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5174149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7102718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8121388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt147211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-5405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt384309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt439661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-24149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-2718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8237199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11965859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt147211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-5405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt384309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt439661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-24149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-2718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8237199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0527755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4256053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8358587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101645
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/PropertyDesc0475,000 BD CITIGROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15,992 SHS AMER FDS-EURO PACIFIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc220,000 SHS MORGAN STANLEY SER G PREFERRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38,595 SHS INVESCO DEV MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200,000 BD BEXAR CNTY VENUS PRJ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5150,000 BD ELIZABETH CITY NC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc65,000 BD GLENDALE AZ PPTY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7100,000 BD NEW YORK NY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82,078 SHS 3M CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CASH IN LIEU VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CASH LIQUID GENERAL MOTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01365445
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0268473
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028824305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028555832
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028824305
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01694216
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01694216
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01694216
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01723898
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt029682
IRS990PF/DistributableAmountGrp/TotalTaxAmt029682
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt031898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt031588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt029682
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt031898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt029682
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt029682
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt061588
IRS990PF/FMVAssetsEOYAmt038668937
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt022978
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt023703
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt022978
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt022978
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt028555832
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt028824305
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01569577
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0789253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0856214
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt026036616
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt027383687
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt037112709
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt05025
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt05025
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02283
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05345
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04181
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03062
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03062
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt013649
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt035000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0926755
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0660325
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0660325
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028560832
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028859305

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Filings

Displayed year

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

Open filing
Assets
$28,859,305
Liabilities
$35,000
Net assets
$28,824,305
Revenue
$2,232,572
Expenses
$1,964,099
Net income
$268,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.7$0.08$31.6$4.55$2.14$2.41
2023Detailed filing. Detailed filing data is available for this year.$29.2$0.02$29.2$1.13$2.00$0.87
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.02$30.1$2.11$2.00$0.12
2021Detailed filing. Detailed filing data is available for this year.$30.0$0.02$29.9$3.01$1.89$1.12
2020Detailed filing. Detailed filing data is available for this year.$28.9$0.04$28.8$2.23$1.96$0.27
2019Summary only. Only limited summary data is available for this year.$28.6$0.01$2.27$1.93$0.34
2015Summary only. Only limited summary data is available for this year.$26.5$0.00$1.61$1.87$0.26
2014Summary only. Only limited summary data is available for this year.$26.8$0.02$2.20$1.95$0.25
2013Summary only. Only limited summary data is available for this year.$26.5$0.00$1.07$1.82$0.76
2012Summary only. Only limited summary data is available for this year.$27.3$0.02$2.67$1.77$0.91
2011Summary only. Only limited summary data is available for this year.$26.3$0.00$0.71$1.70$0.99