Civic Intelligence

Waldon H and Adele Orr Charitable Trust Co Wells Fargo Bank Na Ifs Fiduciary Tax

990PF • Fiscal year 2021 • EIN 74-6523535

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
6325 S Rainbow Blvd 3rd FLLas Vegas, NV 89118

(704) 590-2828

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

18th percentile

-9.0%

Higher net margin than 18% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$85,986

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 22.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

25th percentile

-0.7%

Faster asset growth than 25% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

35%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$4,427,775

Down $31,961 (-0.7%) from 2020

Net Assets

Down

$4,425,025

Down $34,711 (-0.8%) from 2020

Liabilities

Up

$2,750

Up $2,750 from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin18th percentile

Revenue

Up

$384,335

Up $99,063 (+35%) from 2020

Expenses

Up

$419,046

Up $52,608 (+14%) from 2020

Net Income

Up

-$34,711

Up $46,455 (+57%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,957,963Liabilities 2011: $2,998Net Assets 2011: $3,954,9652011Assets 2012: $3,854,565Liabilities 2012: $0Net Assets 2012: $3,854,5652012Assets 2013: $3,753,344Liabilities 2013: $0Net Assets 2013: $3,753,3442013Assets 2014: $4,253,824Liabilities 2014: $4,731Net Assets 2014: $4,249,0932014Assets 2015: $4,477,892Liabilities 2015: $0Net Assets 2015: $4,477,8922015Assets 2016: $4,299,839Liabilities 2016: $0Net Assets 2016: $4,299,8392016Assets 2017: $4,494,076Liabilities 2017: $0Net Assets 2017: $4,494,0762017Assets 2018: $4,498,923Liabilities 2018: $2,351Net Assets 2018: $4,496,5722018Assets 2019: $4,542,129Liabilities 2019: $1,227Net Assets 2019: $4,540,9022019Assets 2020: $4,459,736Liabilities 2020: $0Net Assets 2020: $4,459,7362020Assets 2021: $4,427,775Liabilities 2021: $2,750Net Assets 2021: $4,425,0252021Assets 2022: $4,352,175Liabilities 2022: $2,552Net Assets 2022: $4,349,6232022Assets 2023: $5,056,834Liabilities 2023: $0Net Assets 2023: $5,056,8342023Assets 2024: $5,161,642Liabilities 2024: $0Net Assets 2024: $5,161,6422024

Highlighted filing

2021

Assets$4,427,775
Liabilities$2,750
Net Assets$4,425,025
Open 2021 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $234,2112011Expenses 2012: $257,9472012Revenue 2013: $166,626Expenses 2013: $267,817Net Income 2013: -$101,1912013Revenue 2014: $793,003Expenses 2014: $297,254Net Income 2014: $495,7492014Revenue 2015: $227,141Expenses 2015: $327,597Net Income 2015: -$100,4562015Revenue 2016: $163,807Expenses 2016: $333,816Net Income 2016: -$170,0092016Revenue 2017: $224,957Expenses 2017: $332,645Net Income 2017: -$107,6882017Revenue 2018: $336,016Expenses 2018: $312,105Net Income 2018: $23,9112018Revenue 2019: $405,821Expenses 2019: $361,491Net Income 2019: $44,3302019Revenue 2020: $285,272Expenses 2020: $366,438Net Income 2020: -$81,1662020Revenue 2021: $384,335Expenses 2021: $419,046Net Income 2021: -$34,7112021Revenue 2022: $370,304Expenses 2022: $445,706Net Income 2022: -$75,4022022Revenue 2023: $1,144,463Expenses 2023: $419,786Net Income 2023: $724,6772023Revenue 2024: $531,124Expenses 2024: $438,952Net Income 2024: $92,1722024

Highlighted filing

2021

Revenue$384,335
Expenses$419,046
Net Income-$34,711
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$85,986-$85,986
Filing and Contact Details

Filer

Filer Name
Waldon H and Adele Orr Charitable Trust
EIN
74-6523535
Phone
7045902828
Address
6325 S RAINBOW BLVD 3RD FL, LAS VEGAS, NV 89118

Signing Officer

Name
Stacey R Ashton
Title
Fiduciary Tax Liaison
Phone
7045902828
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Milberger Nesbitt & Ask Llp
Address
3833 SOUTH TEXAS AVENUE SUITE 240, BRYAN, TX 77802-4015
Preparer
William V Milberger
Phone
9798220175
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012863
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0177345
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt046613
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0197456
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0177345
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0374801
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0190208
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt021497
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt064489
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt085986
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0318300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0318300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0137980
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0137980
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-34711
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt056147
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt056147
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01381240
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0190208
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0310312
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt046613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02817
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02817
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0613
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06717
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0340710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt074023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0419046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0384335
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0384335
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022410
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt074023
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0100746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0533166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1657866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1172162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1172162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0538349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1830028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO - SHORT-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO - LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0190208
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-34711
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04425025
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04459736
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04425025
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0383437
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0383437
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0383437
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0387750
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04313
IRS990PF/DistributableAmountGrp/TotalTaxAmt04313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03787
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06537
IRS990PF/FMVAssetsEOYAmt07881604
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt07576
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt05196
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt07576
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt07576
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0601721
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0601721
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01376986
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01411775
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03217003
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0222974
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02949279
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02926135
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04351764
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02750
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03787
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02224
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02224
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03858015
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03823304
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0124486
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt080062
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt080062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04459736
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04427775
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07881604
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04459736
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04427775
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04459736
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04425025
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07873090
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0118096
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07873090
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0387750
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07754994
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07873090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt085986
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01525 W WT HARRIS BLVD MAC D1114-044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0340710
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0340710

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,427,775
Liabilities
$2,750
Net assets
$4,425,025
Revenue
$384,335
Expenses
$419,046
Net income
-$34,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.53$0.44$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$1.14$0.42$0.72
2022Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.37$0.45$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.38$0.42$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.29$0.37$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.41$0.36$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.34$0.31$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.22$0.33$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.16$0.33$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.23$0.33$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.79$0.30$0.50
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.17$0.27$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.95$0.23