Civic Intelligence

Otha E Herring Scholarship Fund I

990 • Fiscal year 2024 • EIN 75-6690165

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 18, 2024

Organization ProfileN/A
PO Box 29522Raleigh, NC 27626

(919) 716-2015

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

2024 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-46%

Higher net margin than 14% of similar nonprofits.

2024 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$185,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 133.9% of source-year revenue.

2024 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-1.9%

Faster asset growth than 23% of similar nonprofits.

2024 filings • NTEE B82 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-83%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • NTEE B82 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$3,471,913

Down $66,155 (-1.9%) from 2023

Net Assets

Down

$3,471,913

Down $66,155 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin14th percentile

Revenue

Down

$138,185

Down $655,957 (-83%) from 2023

Expenses

Up

$202,171

Up $7,721 (+4.0%) from 2023

Net Income

Down

-$63,986

Down $663,678 (-111%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,332,587Liabilities 2012: $0Net Assets 2012: $3,332,5872012Assets 2013: $3,729,713Liabilities 2013: $446,250Net Assets 2013: $3,283,4632013Assets 2014: $3,613,535Liabilities 2014: $0Net Assets 2014: $3,613,5352014Assets 2015: $3,482,776Liabilities 2015: $0Net Assets 2015: $3,482,7762015Assets 2016: $3,365,625Liabilities 2016: $0Net Assets 2016: $3,365,6252016Assets 2017: $3,271,702Liabilities 2017: $0Net Assets 2017: $3,271,7022017Assets 2018: $3,160,771Liabilities 2018: $0Net Assets 2018: $3,160,7712018Assets 2019: $3,046,233Liabilities 2019: $0Net Assets 2019: $3,046,2332019Assets 2020: $3,034,633Liabilities 2020: $0Net Assets 2020: $3,034,6332020Assets 2021: $2,987,006Liabilities 2021: $0Net Assets 2021: $2,987,0062021Assets 2022: $2,939,225Liabilities 2022: $0Net Assets 2022: $2,939,2252022Assets 2023: $3,538,068Liabilities 2023: $0Net Assets 2023: $3,538,0682023Assets 2024: $3,471,913Liabilities 2024: $0Net Assets 2024: $3,471,9132024Assets 2025: $3,486,555Liabilities 2025: $0Net Assets 2025: $3,486,5552025

Highlighted filing

2024

Assets$3,471,913
Liabilities$0
Net Assets$3,471,913
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $172,950Expenses 2012: $253,606Net Income 2012: -$80,6562012Expenses 2013: $256,5842013Revenue 2014: $588,434Expenses 2014: $259,308Net Income 2014: $329,1262014Revenue 2015: $217,133Expenses 2015: $343,890Net Income 2015: -$126,7572015Revenue 2016: $127,833Expenses 2016: $248,139Net Income 2016: -$120,3062016Revenue 2017: $150,467Expenses 2017: $244,599Net Income 2017: -$94,1322017Revenue 2018: $139,224Expenses 2018: $251,356Net Income 2018: -$112,1322018Revenue 2019: $114,427Expenses 2019: $232,293Net Income 2019: -$117,8662019Revenue 2020: $225,047Expenses 2020: $236,648Net Income 2020: -$11,6012020Revenue 2021: $177,443Expenses 2021: $222,285Net Income 2021: -$44,8422021Revenue 2022: $166,693Expenses 2022: $214,604Net Income 2022: -$47,9112022Revenue 2023: $794,142Expenses 2023: $194,450Net Income 2023: $599,6922023Revenue 2024: $138,185Expenses 2024: $202,171Net Income 2024: -$63,9862024Revenue 2025: $223,074Expenses 2025: $213,030Net Income 2025: $10,0442025

Highlighted filing

2024

Revenue$138,185
Expenses$202,171
Net Income-$63,986
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 18, 2024
Return Version
2023v5.1
Gross Receipts
$965,170
Mission and Program Overview

Mission

Provide scholarships for residents of duplin county and the town of mount olive, nc who are full or part-time students of mount olive college

Provide funding for scholarships for residents of duplin county and the town of mount olive, nc who are full or part-time students of mount olive college

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,538,068$3,471,913▼ $66,155
Investments in Publicly Traded Securities$3,439,643$3,368,011▼ $71,632
Savings and Temporary Cash Investments$86,980$92,457▲ $5,477
Land, Buildings, and Equipment, Net$11,445$11,445→ $0
Total Assets$3,538,068$3,471,913▼ $66,155
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,538,068$3,471,913▼ $66,155
Total Liabilities and Net Assets / Fund Balance$3,538,068$3,471,913▼ $66,155

Asset Categories

AssetBook ValueDepreciationBasis
Land$11,445--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleBaseOtherTotal
Ken BuchananTrustee-$185,000$185,000
Tim WoodwardTrustee-$111,000$111,000
Brian BlackburnTrustee-$65,000$65,000
First Citizens BankTrustee$30,003-$30,003

Board Members and Trustees

NameTitle
Clark DrummondTrustee
Lynne SmithTrustee
Mary DrummondTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$138,118
Other Revenue
$67
Change in Net Assets
$-63,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$168,072
Salaries, Compensation, and Employee Benefits$30,002
Other Expenses$4,097
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$168,072--$168,072
Current Officers, Directors, Trustees, and Key Employees$15,001$15,001-$30,002
Fees for Services Legal-$1,792-$1,792
Other Expenses$1,627--$1,627
Total Functional Expenses$185,378$16,793$0$202,171
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Mount Olive IncMount Olive, NC-Provide Funding for Scholarships for Residents of Duplin County and the Town of Mount Olive, Nc Who Are Full or Part-time Students of Mount Olive College$168,072
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Explanation for Form 990, Part VII, Section A

“First citizens bank acts as the institutional trustee for the otha a herring scholarship fund i trust. Tim woodward, brian blackburn, and ken buchanan are co-trustee's. Mr. Woodward, mr. Blackburn, and mr. Buchanan are also employed by the university of mount olive, which is the trust's supported organization.”

Explanation for Form 990, Page 6, Part VI, Line 6

“The members of the trust are family members of the grantor, the corporate trustee, and college appointed trustees.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“Up to four trustees are appointed by the president of the supported organization, the college. The family member trustees are appointed by the grantor's issue.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The institutional trustee coordinates the preparation of form 990 with an accounting firm and shares it with the individual trustees prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“NONE”

FORM 990, PAGE 6, PART VI, LINE 15A

“NONE”

FORM 990, PAGE 6, PART VI, LINE 15B

“NONE”

Form 990, Page 6, Part VI, Line 18

“We make our form 1023 and forms 990 available to the public upon request”

Form 990, Page 6, Part VI, Line 19

“We make our governing documents available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Otha E Herring Scholars Fund I
EIN
75-6690165
Phone
9197162015
Address
PO BOX 29522, RALEIGH, NC 27626

Signing Officer

Name
Walter Reed
Title
Director
Phone
9197162015
Signed
2024-10-18

Organization Details

Principal Officer
Walter Reed
Formed
2003
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, Grandville Heights, OH 43212
Preparer
Doak Arthur Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The difference between beginning and ending net assets is due transaction timing adjustment of (2,169).”

Raw XML Appendix390 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/CashGrantAmt0168072
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FUNDING FOR SCHOLARSHIPS FOR RESIDENTS OF DUPLIN COUNTY AND THE TOWN OF MOUNT OLIVE, NC WHO ARE FULL OR PART-TIME STUDENTS OF MOUNT OLIVE COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF MOUNT OLIVE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0560623936
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0634 HENDERSON STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOUNT OLIVE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028365
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL DISTRIBUTIONS ARE MADE IN ACCORDANCE WITH THE TRUST DOCUMENT TO THE SUPPORTED ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIRST CITIZENS BANK ACTS AS THE INSTITUTIONAL TRUSTEE FOR THE OTHA A HERRING SCHOLARSHIP FUND I TRUST. TIM WOODWARD, BRIAN BLACKBURN, AND KEN BUCHANAN ARE CO-TRUSTEE'S. MR. WOODWARD, MR. BLACKBURN, AND MR. BUCHANAN ARE ALSO EMPLOYED BY THE UNIVERSITY OF MOUNT OLIVE, WHICH IS THE TRUST'S SUPPORTED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE TRUST ARE FAMILY MEMBERS OF THE GRANTOR, THE CORPORATE TRUSTEE, AND COLLEGE APPOINTED TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UP TO FOUR TRUSTEES ARE APPOINTED BY THE PRESIDENT OF THE SUPPORTED ORGANIZATION, THE COLLEGE. THE FAMILY MEMBER TRUSTEES ARE APPOINTED BY THE GRANTOR'S ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INSTITUTIONAL TRUSTEE COORDINATES THE PREPARATION OF FORM 990 WITH AN ACCOUNTING FIRM AND SHARES IT WITH THE INDIVIDUAL TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WE MAKE OUR FORM 1023 AND FORMS 990 AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WE MAKE OUR GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE DIFFERENCE BETWEEN BEGINNING AND ENDING NET ASSETS IS DUE TRANSACTION TIMING ADJUSTMENT OF (2,169).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF MOUNT OLIVE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0560623936
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0634 HENDERSON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MOUNT OLIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028365
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0168072
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF MOUNT OLIVE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03538068
IRS990/TotalAssetsEOYAmt03471913
IRS990/TotalAssetsGrp/BOYAmt03538068
IRS990/TotalAssetsGrp/EOYAmt03471913
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016793
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185378
IRS990/TotalFunctionalExpensesGrp/TotalAmt0202171
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03538068
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03471913
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0183073
IRS990/TotalReportableCompFromOrgAmt030003
IRS990/TotalRevenueGrp/ExclusionAmt0138185
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138185
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03538068
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03471913
IRS990/TotReportableCompRltdOrgAmt0361000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 29522
IRS990/USAddress/CityNm0RALEIGH
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027626
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09197162015
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTHA E HERRING SCHOLARS FUND I
ReturnHeader/Filer/BusinessNameControlTxt0HERR
ReturnHeader/Filer/EIN0756690165
ReturnHeader/Filer/PhoneNum09197162015
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 29522
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027626
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grandville Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK ARTHUR PFAFF
ReturnHeader/ReturnTs02024-10-29T15:01:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,471,913
Liabilities
$0
Net assets
$3,471,913
Revenue
$138,185
Expenses
$202,171
Net income
-$63,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.22$0.21$0.01
2024Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.14$0.20$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.79$0.19$0.60
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.17$0.21$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.18$0.22$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.23$0.24$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.11$0.23$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.14$0.25$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.15$0.24$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.13$0.25$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.22$0.34$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.59$0.26$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.45$3.28$0.26
2012Summary only. Only limited summary data is available for this year.$3.33$0.00$3.33$0.17$0.25$0.08