Civic Intelligence

The Robert and Sherry Guth Charitable Foundation

990PF • Fiscal year 2023 • EIN 82-3448044

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization Profile
203 Brawley Harbor PlaceMooresville, NC 28117

(704) 663-6702

Siviq Scores

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

Liabilities / Assets

51st percentile

0.04x

Higher debt load relative to assets than 51% of similar nonprofits.

2023 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.13x

Higher debt load relative to revenue than 64% of similar nonprofits.

2023 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2023

Net Margin

91st percentile

79%

Higher net margin than 91% of similar nonprofits.

2023 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2023 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2023

Asset Growth

87th percentile

80%

Faster asset growth than 87% of similar nonprofits.

2023 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

1729%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,602,671

Up $712,303 (+80%) from 2022

Net Assets

Up

$1,534,376

Up $646,283 (+73%) from 2022

Liabilities

Up

$68,295

Up $66,020 (+2902%) from 2022

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin91st percentile

Revenue

Up

$528,895

Up $499,978 (+1729%) from 2022

Expenses

Up

$111,748

Up $77,232 (+224%) from 2022

Net Income

Up

$417,147

Up $422,746 (+7550%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $1,310,625Liabilities 2018: $71,143Net Assets 2018: $1,239,4822018Assets 2019: $1,607,686Liabilities 2019: $155,849Net Assets 2019: $1,451,8372019Assets 2020: $1,978,234Liabilities 2020: $119,079Net Assets 2020: $1,859,1552020Assets 2021: $1,665,019Liabilities 2021: $294,742Net Assets 2021: $1,370,2772021Assets 2022: $890,368Liabilities 2022: $2,275Net Assets 2022: $888,0932022Assets 2023: $1,602,671Liabilities 2023: $68,295Net Assets 2023: $1,534,3762023Assets 2024: $1,479,027Liabilities 2024: $139,755Net Assets 2024: $1,339,2722024

Highlighted filing

2023

Assets$1,602,671
Liabilities$68,295
Net Assets$1,534,376
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2018: $9,594Expenses 2018: $63,988Net Income 2018: -$54,3942018Revenue 2019: -$62,636Expenses 2019: $74,809Net Income 2019: -$137,4452019Revenue 2020: $85,821Expenses 2020: $44,003Net Income 2020: $41,8182020Revenue 2021: -$166,137Expenses 2021: $59,841Net Income 2021: -$225,9782021Revenue 2022: $28,917Expenses 2022: $34,516Net Income 2022: -$5,5992022Revenue 2023: $528,895Expenses 2023: $111,748Net Income 2023: $417,1472023Revenue 2024: -$18,250Expenses 2024: $90,038Net Income 2024: -$108,2882024

Highlighted filing

2023

Revenue$528,895
Expenses$111,748
Net Income$417,147
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E GUTHPresident &-$0--
SHERRY D GUTHV President-$0--
Filing and Contact Details

Filer

Filer Name
The Robert & Sherry Guth
EIN
82-3448044
Phone
7046636702
Address
203 BRAWLEY HARBOR PLACE, MOORESVILLE, NC 28117

Signing Officer

Name
Robert E Guth
Title
President & Treas
Phone
7046636702
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Trosch & Co Llp
Address
750 HOLIDAY DR STE 105, PITTSBURGH, PA 15220-2846
Preparer
David Hoffman
Phone
4124584900
Raw XML Appendix385 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GAMMA PHI BETA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3EPIC AIR LLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DIOCESAN SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JEWISH GENERAL HOSPITAL FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6LAUNCH CLT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7DAVIDSON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8SANDHILLS COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9HILTON HEAD CONCOURSE CHARITABLE FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10NEW YORK ROAD RUNNERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11THE MARES FDN - PLAYERS' PHILAN FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12BRAKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt03755 CHEMIN DE LA COTE-SA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0MONTREAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0H3T 1E2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0QUEBEC
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/RecipientFoundationStatusTxt6I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 154
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1161 N CLARK ST STE 3550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2270 LANGDON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3116 GLEN CROSS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41123 S CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 1856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6BOX 7170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73395 AIRPORT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 21733
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9320 W 57TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101122 KENILWORTH DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt117148 WEDDINGTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STATESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PINEHURST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8HILTON HEAD ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10TOWSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd728374
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd829925
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1021204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1128027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097408
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/AppliedToCurrentYearAmt040422
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt058861
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059706
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt039596
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt039596
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099283
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt039596
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019284
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt058861
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0229136
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION IN SECURITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SHORTS - CALL 25 AMD EXP 07/17/23
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SHORTS - CALL 100 VZ EXP 01/17/25
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt045425
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt120595
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ML ACCOUNT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/Amt1400
TaxesSchedule/TaxesDetail/Amt211879
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES W/H ON DIVIDEND IN
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt2TAX ON UNDISTRIBUTED INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1400
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt211879
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E GUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07046636702
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT & SHERRY GUTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0823448044
ReturnHeader/Filer/PhoneNum07046636702
ReturnHeader/Filer/USAddress/AddressLine1Txt0203 BRAWLEY HARBOR PLACE
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251502921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROSCH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 HOLIDAY DR STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152202846
ReturnHeader/PreparerPersonGrp/PhoneNum04124584900
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID HOFFMAN
ReturnHeader/ReturnTs02024-05-09T13:01:42-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUTH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,602,671
Liabilities
$68,295
Net assets
$1,534,376
Revenue
$528,895
Expenses
$111,748
Net income
$417,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.14$1.34$0.02$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.07$1.53$0.53$0.11$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.29$1.37$0.17$0.06$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.12$1.86$0.09$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.16$1.45$0.06$0.07$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.07$1.24$0.01$0.06$0.05