Civic Intelligence

The Larry and Phyllis Wilkinson Foundation Inc

990PF • Fiscal year 2019 • EIN 77-0460757

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 21, 2019

Organization Profile
1900 Embarcadero RoadPalo Alto, CA 94303

(650) 323-5922

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-60%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$378,374

Up $2,513 (+0.7%) from 2018

Net Assets

Up

$378,374

Up $2,513 (+0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin69th percentile

Revenue

Down

$30,666

Down $45,366 (-60%) from 2018

Expenses

Up

$26,512

Up $2,751 (+12%) from 2018

Net Income

Down

$4,154

Down $48,117 (-92%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2012: $393,598Liabilities 2012: $02012Assets 2013: $378,028Liabilities 2013: $02013Assets 2014: $365,904Liabilities 2014: $0Net Assets 2014: $365,9042014Assets 2015: $354,248Liabilities 2015: $0Net Assets 2015: $354,2482015Assets 2016: $349,475Liabilities 2016: $0Net Assets 2016: $349,4752016Assets 2017: $323,729Liabilities 2017: $139Net Assets 2017: $323,5902017Assets 2018: $375,861Liabilities 2018: $0Net Assets 2018: $375,8612018Assets 2019: $378,374Liabilities 2019: $0Net Assets 2019: $378,3742019Assets 2020: $385,216Liabilities 2020: $0Net Assets 2020: $385,2162020Assets 2021: $382,629Liabilities 2021: $20Net Assets 2021: $382,6092021Assets 2022: $378,495Liabilities 2022: $0Net Assets 2022: $378,4952022

Highlighted filing

2019

Assets$378,374
Liabilities$0
Net Assets$378,374
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$100K$50K$0-$50KRevenue 2012: $13,305Expenses 2012: $26,044Net Income 2012: -$12,7392012Revenue 2013: $9,489Expenses 2013: $25,059Net Income 2013: -$15,5702013Revenue 2014: $14,679Expenses 2014: $26,803Net Income 2014: -$12,1242014Revenue 2015: $15,301Expenses 2015: $26,957Net Income 2015: -$11,6562015Revenue 2016: $18,877Expenses 2016: $23,650Net Income 2016: -$4,7732016Revenue 2017: -$5,601Expenses 2017: $20,284Net Income 2017: -$25,8852017Revenue 2018: $76,032Expenses 2018: $23,761Net Income 2018: $52,2712018Revenue 2019: $30,666Expenses 2019: $26,512Net Income 2019: $4,1542019Revenue 2020: $42,595Expenses 2020: $27,427Net Income 2020: $15,1682020Revenue 2021: $23,396Expenses 2021: $26,003Net Income 2021: -$2,6072021Revenue 2022: $29,188Expenses 2022: $27,790Net Income 2022: $1,3982022

Highlighted filing

2019

Revenue$30,666
Expenses$26,512
Net Income$4,154
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 21, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Stockton WilkinsonPresident-$0--
Alexandra B CohnTreasurer-$0--
Daniel R BettelonDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Larry and Phyllis Wilkinson
EIN
77-0460757
Phone
6503235922
Address
1900 Embarcadero Road, Palo Alto, CA 94303

Signing Officer

Name
David Stockton Wilkinson
Title
President
Signed
2019-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Bettelon Duong & Parrish LLP
Address
1900 Embarcadero Road Suite 208, Palo Alto, CA 94303
Preparer
Daniel R Bettelon CPA
Phone
6504248405
Raw XML Appendix386 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David Stockton Wilkinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Alexandra B Cohn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Daniel R Bettelon
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Medical Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The Smile Train Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Carmel Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Rancho Cielo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Meals on Wheels Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Meals on Wheels Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Montage Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Doctors Without Borders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Generations United
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7VNA Hospice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01491 Contra Costa St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Lincoln 8th
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 6948
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3245 Fifth Avenue Ste 2201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4700 Jewell Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt540 Clark St Ste C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt640 Ryan Court 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7333 Seventh Ave 2nd Fl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 5131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO Box 2480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Seaside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Carmel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Pacific Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Redwood City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd993942
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021084
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021084
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04866
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04866
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012168
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05289
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0916
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017034
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016118
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0David Stockton Wilkinson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01155 Merrill Street 302
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Menlo Park
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094025
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt028325
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt028325
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0500 Shares Bank of Nova Scotia
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-02-04
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01760
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Law Office John Martin
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01760
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01760
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01641
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0difference in donor basis of stock and fmv of stock received
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA Exempt Org Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Registry of Charitable Trusts
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0864
TaxesSchedule/TaxesDetail/Amt0864
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0864
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Stockton Wilkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Larry and Phyllis Wilkinson
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LARR
ReturnHeader/Filer/EIN0770460757
ReturnHeader/Filer/PhoneNum06503235922
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 Embarcadero Road
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094303
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453281893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bettelon Duong & Parrish LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 Embarcadero Road Suite 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094303
ReturnHeader/PreparerPersonGrp/PhoneNum06504248405
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel R Bettelon CPA
ReturnHeader/ReturnTs02019-10-21T14:32:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$378,374
Liabilities
$0
Net assets
$378,374
Revenue
$30,666
Expenses
$26,512
Net income
$4,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.29$0.28$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.23$0.26$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.43$0.27$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.31$0.27$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.76$0.24$0.52
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.06$0.20$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.19$0.24$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.15$0.27$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.15$0.27$0.12
2013Summary only. Only limited summary data is available for this year.$3.78$0.00$0.09$0.25$0.16
2012Summary only. Only limited summary data is available for this year.$3.94$0.00$0.13$0.26$0.13