Civic Intelligence

Jackson Heath Education Fund C/O Trust Tax Dept Mac P6540-400

990PF • Fiscal year 2020 • EIN 81-6061602

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 02, 2021

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(704) 590-2828

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

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

Liabilities / Revenue

37th percentile

0.00x

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

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

Net Margin

12th percentile

-55%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

63rd percentile

$10,087

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

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

Asset Growth

22nd percentile

-4.2%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$660,092

Down $28,615 (-4.2%) from 2019

Net Assets

Down

$660,092

Down $28,615 (-4.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin12th percentile

Revenue

Up

$51,952

Up $6,921 (+15%) from 2019

Expenses

Down

$80,553

Down $4,066 (-4.8%) from 2019

Net Income

Up

-$28,601

Up $10,987 (+28%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $725,814Liabilities 2011: $0Net Assets 2011: $725,8142011Assets 2012: $733,317Liabilities 2012: $659Net Assets 2012: $732,6582012Assets 2013: $752,285Liabilities 2013: $3Net Assets 2013: $752,2822013Assets 2014: $745,267Liabilities 2014: $0Net Assets 2014: $745,2672014Assets 2015: $743,749Liabilities 2015: $0Net Assets 2015: $743,7492015Assets 2016: $726,380Liabilities 2016: $0Net Assets 2016: $726,3802016Assets 2017: $732,216Liabilities 2017: $0Net Assets 2017: $732,2162017Assets 2018: $711,001Liabilities 2018: $0Net Assets 2018: $711,0012018Assets 2019: $688,707Liabilities 2019: $0Net Assets 2019: $688,7072019Assets 2020: $660,092Liabilities 2020: $0Net Assets 2020: $660,0922020Assets 2021: $630,086Liabilities 2021: $0Net Assets 2021: $630,0862021Assets 2022: $563,181Liabilities 2022: $0Net Assets 2022: $563,1812022Assets 2023: $543,590Liabilities 2023: $0Net Assets 2023: $543,5902023Assets 2024: $519,816Liabilities 2024: $0Net Assets 2024: $519,8162024

Highlighted filing

2020

Assets$660,092
Liabilities$0
Net Assets$660,092
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $67,6002011Expenses 2012: $66,7252012Revenue 2013: $82,126Expenses 2013: $63,646Net Income 2013: $18,4802013Revenue 2014: $52,008Expenses 2014: $58,262Net Income 2014: -$6,2542014Revenue 2015: $53,925Expenses 2015: $55,602Net Income 2015: -$1,6772015Revenue 2016: $38,940Expenses 2016: $55,746Net Income 2016: -$16,8062016Revenue 2017: $62,630Expenses 2017: $56,880Net Income 2017: $5,7502017Revenue 2018: $49,713Expenses 2018: $71,219Net Income 2018: -$21,5062018Revenue 2019: $45,031Expenses 2019: $84,619Net Income 2019: -$39,5882019Revenue 2020: $51,952Expenses 2020: $80,553Net Income 2020: -$28,6012020Revenue 2021: $65,889Expenses 2021: $95,844Net Income 2021: -$29,9552021Revenue 2022: $31,743Expenses 2022: $98,476Net Income 2022: -$66,7332022Revenue 2023: $93,393Expenses 2023: $111,628Net Income 2023: -$18,2352023Revenue 2024: $95,922Expenses 2024: $119,531Net Income 2024: -$23,6092024

Highlighted filing

2020

Revenue$51,952
Expenses$80,553
Net Income-$28,601
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$10,087-$10,087
Filing and Contact Details

Filer

Filer Name
Jackson Heath Education Fund
EIN
81-6061602
Phone
7045902828
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
Wells Fargo Bank Na
Title
Trustee
Phone
7045902828
Signed
2021-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 20435, BILLINGS, MT 59104-0435
Preparer
Daniel S Miller CPA
Phone
4062455136
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VIII, LINE 1
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt026493
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0141139
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0637
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02533
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012578
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt036201
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt022492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04080
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt066159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt080553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt050056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt051952
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013855
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0128561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1141108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012578
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-28601
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0660106
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0688707
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0660092
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt065929
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt065929
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt065929
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt066432
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0503
IRS990PF/DistributableAmountGrp/TotalTaxAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01811
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01811
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02314
IRS990PF/FMVAssetsEOYAmt01397904
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0688707
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0660092
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0193344
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0205135
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0211370
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0263255
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0221341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0430047
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0215591
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0215591
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0215591
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0738462
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02315
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01811
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01811
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt014202
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt016214
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt016214
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0688707
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0660092
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01397904
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0688707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0660092
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0688707
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0660092
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01348873
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026183
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0584228
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020233
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0738462
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt066432
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01328640
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01348873
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06325 S RAINBOW BLVD 3RD FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAS VEGAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd089118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt066159
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt066159
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt066159
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD D1114-044
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028262
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07045902828
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$660,092
Liabilities
$0
Net assets
$660,092
Revenue
$51,952
Expenses
$80,553
Net income
-$28,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.96$1.20$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$0.93$1.12$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.32$0.98$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.00$6.30$0.66$0.96$0.30
2020Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.52$0.81$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.00$6.89$0.45$0.85$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$0.50$0.71$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.32$0.00$7.32$0.63$0.57$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$0.00$7.26$0.39$0.56$0.17
2015Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.54$0.56$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.52$0.58$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.82$0.64$0.18
2012Detailed filing. Detailed filing data is available for this year.$7.33$0.01$7.33$0.67
2011Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.68