Civic Intelligence

Julia and Albert Smith Foundation

990PF • Fiscal year 2021 • EIN 76-0207247

Dec 01, 2020 to Nov 30, 2021 • Filed on Aug 18, 2022

Organization Profile
4545 Post Oak Place Drive Suite 20Houston, TX 77027

(713) 975-9559

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

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

Liabilities / Revenue

30th percentile

0.00x

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

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

Net Margin

63rd percentile

23%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

56th percentile

$31,046

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

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

Asset Growth

34th percentile

1.8%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

96th percentile

562%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,509,054

Up $78,188 (+1.8%) from 2020

Net Assets

Up

$4,509,054

Up $78,188 (+1.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin63rd percentile

Revenue

Up

$335,020

Up $284,424 (+562%) from 2020

Expenses

Up

$256,832

Up $63,084 (+33%) from 2020

Net Income

Up

$78,188

Up $221,340 (+155%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,643,267Liabilities 2011: $02011Assets 2012: $5,769,048Liabilities 2012: $02012Assets 2013: $5,622,185Liabilities 2013: $02013Assets 2014: $5,431,459Liabilities 2014: $02014Assets 2015: $5,181,948Liabilities 2015: $02015Assets 2019: $4,574,018Liabilities 2019: $02019Assets 2020: $4,430,866Liabilities 2020: $0Net Assets 2020: $4,430,8662020Assets 2021: $4,509,054Liabilities 2021: $0Net Assets 2021: $4,509,0542021Assets 2022: $4,451,324Liabilities 2022: $0Net Assets 2022: $4,451,3242022Assets 2023: $4,177,836Liabilities 2023: $0Net Assets 2023: $4,177,8362023Assets 2024: $4,463,441Liabilities 2024: $0Net Assets 2024: $4,463,4412024

Highlighted filing

2021

Assets$4,509,054
Liabilities$0
Net Assets$4,509,054
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $220,880Expenses 2011: $366,765Net Income 2011: -$145,8852011Revenue 2012: $429,094Expenses 2012: $303,831Net Income 2012: $125,2632012Revenue 2013: $194,367Expenses 2013: $341,052Net Income 2013: -$146,6852013Revenue 2014: $266,258Expenses 2014: $456,582Net Income 2014: -$190,3242014Revenue 2015: $152,772Expenses 2015: $400,315Net Income 2015: -$247,5432015Revenue 2019: $202,196Expenses 2019: $233,553Net Income 2019: -$31,3572019Revenue 2020: $50,596Expenses 2020: $193,748Net Income 2020: -$143,1522020Revenue 2021: $335,020Expenses 2021: $256,832Net Income 2021: $78,1882021Revenue 2022: $325,621Expenses 2022: $383,351Net Income 2022: -$57,7302022Revenue 2023: $202,118Expenses 2023: $445,709Net Income 2023: -$243,5912023Revenue 2024: $514,121Expenses 2024: $270,458Net Income 2024: $243,6632024

Highlighted filing

2021

Revenue$335,020
Expenses$256,832
Net Income$78,188
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Aug 18, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT J SMITH IIIVP/Secretary-$31,046-$31,046
JULIA ANNE SMITH RAWSONPresident-$0--
WILLIAM C SMITHVP/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Julia and Albert Smith Foundation
EIN
76-0207247
Phone
7139759559
Address
4545 POST OAK PLACE DRIVE SUITE 20, HOUSTON, TX 77027

Signing Officer

Name
Albert J Smith Iii
Title
VP/secretary
Phone
7139759559
Signed
2022-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1330 POST OAK BLVD STE 2400, HOUSTON, TX 77056
Preparer
Kelly Rangel
Phone
7136253500
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0531390
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1UBTI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt080595
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-1349
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0336369
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-1349
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0335020
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0139346
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015523
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015523
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt031046
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0202072
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0202072
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0115464
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0115464
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt078188
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0623765
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0139346
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0301531
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0249
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt081559
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt080210
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013948
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013948
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01217
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0221745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034838
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0256832
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0336369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0335020
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019673
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034838
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0484419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0113744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt125602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0113744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt125602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0113744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1510021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NORTHERN TRUST - CAPITAL GAIN DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US CAPITAL ADVISORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0139346
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt078188
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04509054
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04430866
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04509054
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0294078
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0294078
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0294078
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0298269
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04191
IRS990PF/DistributableAmountGrp/TotalTaxAmt04191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03739
IRS990PF/FMVAssetsEOYAmt06119114
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0353632
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0231338
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0231338
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01299329
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01302686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01294092
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02184439
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02322374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03796868
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0593466
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0652656
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0796816
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04430866
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04509054
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04430866
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04509054
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06119114
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04430866
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04509054
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04430866
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04509054
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06056229
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0336965
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05117650
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt090843
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0601614
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0298269
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05965386
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06056229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt031046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALBERT J SMITH III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIA ANNE SMITH RAWSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM C SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07660 WOODWAY DRIVE SUITE 595
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17660 WOODWAY DRIVE SUITE 595
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22040 WEST SAM HOUSTON PARKWAY NORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077063
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177063
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277063
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0221745
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0221745
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0221745
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,509,054
Liabilities
$0
Net assets
$4,509,054
Revenue
$335,020
Expenses
$256,832
Net income
$78,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.51$0.27$0.24
2023Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.20$0.45$0.24
2022Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.33$0.38$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.34$0.26$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.05$0.19$0.14
2019Summary only. Only limited summary data is available for this year.$4.57$0.00$0.20$0.23$0.03
2015Summary only. Only limited summary data is available for this year.$5.18$0.00$0.15$0.40$0.25
2014Summary only. Only limited summary data is available for this year.$5.43$0.00$0.27$0.46$0.19
2013Summary only. Only limited summary data is available for this year.$5.62$0.00$0.19$0.34$0.15
2012Summary only. Only limited summary data is available for this year.$5.77$0.00$0.43$0.30$0.13
2011Summary only. Only limited summary data is available for this year.$5.64$0.00$0.22$0.37$0.15