Civic Intelligence

Forrest Foundation

990PF • Fiscal year 2020 • EIN 75-6021465

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

Organization Profile
12019 East County Road 7300Slaton, TX 79364

(806) 842-3575

Siviq Scores

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

Liabilities / Assets

65th percentile

0.07x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

1.69x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

7th percentile

-116%

Higher net margin than 7% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$656

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

47th percentile

2.2%

Faster asset growth than 47% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

4.6%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$556,233

Up $11,923 (+2.2%) from 2019

Net Assets

Down

$517,252

Down $27,058 (-5.0%) from 2019

Liabilities

Up

$38,981

Up $38,981 from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin7th percentile

Revenue

Up

$23,073

Up $1,005 (+4.6%) from 2019

Expenses

Up

$49,798

Up $73 (+0.1%) from 2019

Net Income

Up

-$26,725

Up $932 (+3.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2012: $499,467Liabilities 2012: $02012Assets 2013: $483,430Liabilities 2013: $12013Assets 2014: $551,309Liabilities 2014: $15,750Net Assets 2014: $535,5592014Assets 2015: $580,065Liabilities 2015: $0Net Assets 2015: $580,0652015Assets 2016: $556,619Liabilities 2016: $2,750Net Assets 2016: $553,8692016Assets 2017: $551,651Liabilities 2017: $1,500Net Assets 2017: $550,1512017Assets 2018: $560,470Liabilities 2018: $0Net Assets 2018: $560,4702018Assets 2019: $544,310Liabilities 2019: $0Net Assets 2019: $544,3102019Assets 2020: $556,233Liabilities 2020: $38,981Net Assets 2020: $517,2522020Assets 2021: $522,025Liabilities 2021: $36,000Net Assets 2021: $486,0252021Assets 2022: $518,861Liabilities 2022: $500Net Assets 2022: $518,3612022Assets 2023: $539,098Liabilities 2023: $500Net Assets 2023: $538,5982023Assets 2024: $562,797Liabilities 2024: $54,000Net Assets 2024: $508,7972024

Highlighted filing

2020

Assets$556,233
Liabilities$38,981
Net Assets$517,252
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KRevenue 2012: $13,424Expenses 2012: $25,668Net Income 2012: -$12,2442012Revenue 2013: $15,139Expenses 2013: $35,644Net Income 2013: -$20,5052013Revenue 2014: $14,628Expenses 2014: $34,388Net Income 2014: -$19,7602014Revenue 2015: $20,339Expenses 2015: $50,763Net Income 2015: -$30,4242015Revenue 2016: $17,813Expenses 2016: $49,858Net Income 2016: -$32,0452016Revenue 2017: $16,306Expenses 2017: $45,526Net Income 2017: -$29,2202017Revenue 2018: $21,728Expenses 2018: $49,789Net Income 2018: -$28,0612018Revenue 2019: $22,068Expenses 2019: $49,725Net Income 2019: -$27,6572019Revenue 2020: $23,073Expenses 2020: $49,798Net Income 2020: -$26,7252020Revenue 2021: $17,938Expenses 2021: $49,064Net Income 2021: -$31,1262021Revenue 2022: $45,366Expenses 2022: $13,030Net Income 2022: $32,3362022Revenue 2023: $34,105Expenses 2023: $13,487Net Income 2023: $20,6182023Revenue 2024: $37,541Expenses 2024: $66,976Net Income 2024: -$29,4352024

Highlighted filing

2020

Revenue$23,073
Expenses$49,798
Net Income-$26,725
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amber DavisTrustee-$656-$656
Jean McNeelyTrustee-$0--
Carolyn Ramsey-ChristiansTrustee-$0--
Bernice ForrestTrustee-$0--
Marianne LovelessTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Forrest Foundation
EIN
75-6021465
Phone
8068423575
Address
12019 East County Road 7300, Slaton, TX 79364

Signing Officer

Name
Amber Davis
Title
Trustee
Phone
8068423575
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
David L Hettler PC
Address
5707 114th St, Lubbock, TX 79424
Preparer
David Hettler
Phone
8067807700
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt512875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt612880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt817702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt915989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1012290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1113020
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/PropertyDesc0PIMCO ENHANCED SHRT MTRT EXC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1INVESCO PREM US GOVT MNY INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EATON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3INVESCO S&P 500 EQUAL WEIGHT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GLOBAL X MLP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5INVESCO PREM US GOVT MNY INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6INVESCO PREM US GOVT MNY INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7INVESCO PREM US GOVT MNY INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FLEXSHARES RAVI ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ISHARES SHORT MATURITY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ALERIAN MLP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ISHARES MSCI AUSTRALIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1814
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-2289
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-26725
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02285
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01952
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0519537
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0544310
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0517252
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031494
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt031494
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031494
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031594
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0100
IRS990PF/DistributableAmountGrp/TotalTaxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0626437
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0544310
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0517252
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0583
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0583
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0161529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0159245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0260318
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt02231
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt036750
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0373707
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0373757
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0342888
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08491
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022648
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0544310
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0556233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0626437
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt038981
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0544310
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0556233
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0544310
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0517252
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0641499
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016439
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0625060
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09622
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031594
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0631877
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0641499
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30

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Filings

Displayed year

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

Open filing
Assets
$556,233
Liabilities
$38,981
Net assets
$517,252
Revenue
$23,073
Expenses
$49,798
Net income
-$26,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.63$0.54$5.09$0.38$0.67$0.29
2023Detailed filing. Detailed filing data is available for this year.$5.39$0.01$5.39$0.34$0.13$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.19$0.01$5.18$0.45$0.13$0.32
2021Detailed filing. Detailed filing data is available for this year.$5.22$0.36$4.86$0.18$0.49$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.56$0.39$5.17$0.23$0.50$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.22$0.50$0.28
2018Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.22$0.50$0.28
2017Detailed filing. Detailed filing data is available for this year.$5.52$0.02$5.50$0.16$0.46$0.29
2016Detailed filing. Detailed filing data is available for this year.$5.57$0.03$5.54$0.18$0.50$0.32
2015Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.20$0.51$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.51$0.16$5.36$0.15$0.34$0.20
2013Summary only. Only limited summary data is available for this year.$4.83$0.00$0.15$0.36$0.21
2012Summary only. Only limited summary data is available for this year.$4.99$0.00$0.13$0.26$0.12