Civic Intelligence

4K Foundation Inc.

990PF • Fiscal year 2019 • EIN 81-4747714

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
909 Ridgebrook Road No 216Sparks, MD 21152

(410) 960-3933

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.06x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

3rd percentile

-180%

Higher net margin than 3% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

18th percentile

-4.2%

Faster asset growth than 18% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

161%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$8,676,115

Down $376,386 (-4.2%) from 2018

Net Assets

Down

$8,662,493

Down $389,607 (-4.3%) from 2018

Liabilities

Up

$13,622

Up $13,221 (+3297%) from 2018

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin3rd percentile

Revenue

Up

$216,690

Up $133,720 (+161%) from 2018

Expenses

Down

$606,297

Down $259,923 (-30%) from 2018

Net Income

Up

-$389,607

Up $393,643 (+50%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$10M$5.0M$0Assets 2017: $9,837,130Liabilities 2017: $1,780Net Assets 2017: $9,835,3502017Assets 2018: $9,052,501Liabilities 2018: $401Net Assets 2018: $9,052,1002018Assets 2019: $8,676,115Liabilities 2019: $13,622Net Assets 2019: $8,662,4932019Assets 2020: $7,298,697Liabilities 2020: $9,510Net Assets 2020: $7,289,1872020Assets 2021: $7,486,213Liabilities 2021: $25,423Net Assets 2021: $7,460,7902021Assets 2022: $7,858,880Liabilities 2022: $43,365Net Assets 2022: $7,815,5152022Assets 2023: $8,023,656Liabilities 2023: $57,684Net Assets 2023: $7,965,9722023Assets 2024: $7,854,012Liabilities 2024: $6,753Net Assets 2024: $7,847,2592024

Highlighted filing

2019

Assets$8,676,115
Liabilities$13,622
Net Assets$8,662,493
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $10,149,110Expenses 2017: $313,760Net Income 2017: $9,835,3502017Revenue 2018: $82,970Expenses 2018: $866,220Net Income 2018: -$783,2502018Revenue 2019: $216,690Expenses 2019: $606,297Net Income 2019: -$389,6072019Revenue 2020: $1,000,343Expenses 2020: $544,963Net Income 2020: $455,3802020Revenue 2021: $652,067Expenses 2021: $647,901Net Income 2021: $4,1662021Revenue 2022: -$397,865Expenses 2022: $750,620Net Income 2022: -$1,148,4852022Revenue 2023: $458,774Expenses 2023: $481,491Net Income 2023: -$22,7172023Revenue 2024: $858,254Expenses 2024: $625,379Net Income 2024: $232,8752024

Highlighted filing

2019

Revenue$216,690
Expenses$606,297
Net Income-$389,607
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN ROGERSPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
4k Foundation Inc
EIN
81-4747714
Phone
4109603933
Address
909 RIDGEBROOK ROAD NO 216, SPARKS, MD 21152

Signing Officer

Name
Brian Rogers
Title
President
Phone
4109603933
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Sc&h Financial Advisors Inc
Address
910 RIDGEBROOK ROAD, SPARKS, MD 21152
Preparer
Amanda W Wilhelm
Phone
4104031500
Raw XML AppendixShowing 400 of 726 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1313865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1510381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1999292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-8371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt234414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0638416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1301316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2151418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3340215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41062865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5441648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt795999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8318128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9595017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10272582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1194809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1213865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1799292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt204414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NATIONAL FINANCIAL SERVICES #1779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NATIONAL FINANCIAL SERVICES #1779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NATIONAL FINANCIAL SERVICES #1780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NATIONAL FINANCIAL SERVICES #1780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NATIONAL FINANCIAL SERVICES #1840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NATIONAL FINANCIAL SERVICES #1840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NATIONAL FINANCIAL SERVICES #2383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NATIONAL FINANCIAL SERVICES #2383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NATIONAL FINANCIAL SERVICES #2458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9NATIONAL FINANCIAL SERVICES #2458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10NATIONAL FINANCIAL SERVICES #6661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11NATIONAL FINANCIAL SERVICES #6661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12THE LUCERNE CAPITAL FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13THE LUCERNE CAPITAL FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14THE LUCERNE CAPITAL FUND, LP (1256)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15VIRTUS REAL ESTATE CAPITAL II, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GPB AUTOMOTIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17GPB AUTOMOTIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18GPB AUTOMOTIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CLASS VI - NEW RIVER II, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CLASS VI - NEW RIVER II, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21INDEPENDENT ACCESS PARTNERS ORE FUND I LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22INDEPENDENT ACCESS PARTNERS ORE FUND I LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017109
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-389607
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08662493
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09052100
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08662493
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0444095
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0444095
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0444095
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0445516
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01421
IRS990PF/DistributableAmountGrp/TotalTaxAmt01421
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01421
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01421
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01421
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01413
IRS990PF/FMVAssetsEOYAmt09457600
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014752
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08065
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08065
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0945307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0917204
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0936542
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05648392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05633915
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06315315
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0650
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0650
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0650
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01072177
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01746670
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01827417
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0401
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt013622
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09052100
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08662493
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01321223
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0319611
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0319611
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09052501
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08676115
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09457600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0401
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt013622
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09052501
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08676115
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09052100
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08662493
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09046019
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0463345
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08582674
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0135690
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0445516
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08910329
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09046019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRIAN ROGERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0909 RIDGEBROOK ROAD SUITE 216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SPARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021152
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0542791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0543501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0741119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0241563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.060917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.078623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08910329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09426189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05590293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0439446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.121834
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0439446
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0439446
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0439446
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00

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Filings

Displayed year

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

Open filing
Assets
$8,676,115
Liabilities
$13,622
Net assets
$8,662,493
Revenue
$216,690
Expenses
$606,297
Net income
-$389,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.85$0.01$7.85$0.86$0.63$0.23
2023Detailed filing. Detailed filing data is available for this year.$8.02$0.06$7.97$0.46$0.48$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.86$0.04$7.82$0.40$0.75$1.15
2021Detailed filing. Detailed filing data is available for this year.$7.49$0.03$7.46$0.65$0.65$0.00
2020Detailed filing. Detailed filing data is available for this year.$7.30$0.01$7.29$1.00$0.54$0.46
2019Detailed filing. Detailed filing data is available for this year.$8.68$0.01$8.66$0.22$0.61$0.39
2018Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.08$0.87$0.78
2017Detailed filing. Detailed filing data is available for this year.$9.84$0.00$9.84$10.1$0.31$9.84