Civic Intelligence

Joy in Blue Foundation

990PF • Fiscal year 2022 • EIN 83-0528682

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 30, 2023

Organization Profile
5115 N Dysart Rd 202 Pmb 601Litchfield Park, AZ 85340

(952) 988-5945

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

8th percentile

-87%

Higher net margin than 8% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

6th percentile

-19%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-80%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$23,224,425

Down $5,493,568 (-19%) from 2021

Net Assets

Down

$23,224,425

Down $5,493,568 (-19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Down

$732,164

Down $2,856,287 (-80%) from 2021

Expenses

Up

$1,372,422

Up $88,900 (+6.9%) from 2021

Net Income

Down

-$640,258

Down $2,945,187 (-128%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$30M$20M$10M$0Assets 2019: $22,576,788Liabilities 2019: $0Net Assets 2019: $22,576,7882019Assets 2020: $24,491,934Liabilities 2020: $0Net Assets 2020: $24,491,9342020Assets 2021: $28,717,993Liabilities 2021: $0Net Assets 2021: $28,717,9932021Assets 2022: $23,224,425Liabilities 2022: $0Net Assets 2022: $23,224,4252022Assets 2023: $25,980,906Liabilities 2023: $0Net Assets 2023: $25,980,9062023Assets 2024: $27,945,639Liabilities 2024: $0Net Assets 2024: $27,945,6392024

Highlighted filing

2022

Assets$23,224,425
Liabilities$0
Net Assets$23,224,425
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2019: $957,749Expenses 2019: $550,739Net Income 2019: $407,0102019Revenue 2020: $2,609,742Expenses 2020: $1,119,859Net Income 2020: $1,489,8832020Revenue 2021: $3,588,451Expenses 2021: $1,283,522Net Income 2021: $2,304,9292021Revenue 2022: $732,164Expenses 2022: $1,372,422Net Income 2022: -$640,2582022Revenue 2023: $650,938Expenses 2023: $1,374,854Net Income 2023: -$723,9162023Revenue 2024: $1,473,157Expenses 2024: $1,372,717Net Income 2024: $100,4402024

Highlighted filing

2022

Revenue$732,164
Expenses$1,372,422
Net Income-$640,258
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 30, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA JEAN RATHMANNPresident-$0--
RICHARD G RATHMANNTreasurer/Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBAIL PROJECT INCOPERATING SUPPORTPCVENICE, CA, US$100,000
Paid GrantTHE BARACK OBAMA FOUNDATIONOBAMA PRESIDENTIAL CENTERPCCHICAGO, IL, US$90,000
Paid GrantCHARTING CAREERS INCOPERATING SUPPORTPCANNAPOLIS, MD, US$50,000
Paid GrantLIVE WATER COOPERATING SUPPORTPCANNAPOLIS, MD, US$50,000
Paid GrantTOGETHER RISINGOPERATING SUPPORTPCFALLS CHURCH, VA, US$50,000
Paid GrantACHIEVE TWIN CITIESEDISON HIGH SCHOOL - CONCORDIA LANGUAGE VILLAGES FRENCH FIELD TRIPPCMINNEAPOLIS, MN, US$45,112
Paid GrantFOR THE GOODOPERATING SUPPORTPCGLENWOOD SPGS, CO, US$45,000
Paid GrantSOLID GROUNDOPERATING SUPPORTPCWHITE BEAR LAKE, MN, US$41,000
Paid GrantUNIVERSITY OF MINNESOTA FOUNDATIONNEXT GENERATION GLOBAL ENGAGEMENT SCHOLARSHIP FUNDPCMINNEAPOLIS, MN, US$40,000
Paid GrantUNIVERSITY OF MINNESOTA FOUNDATIONBOYNTON PAWSPCMINNEAPOLIS, MN, US$35,000
Paid GrantWOMEN'S ADVOCATESOPERATING SUPPORTPCST PAUL, MN, US$35,000
Paid GrantINTERNATIONAL INSTITUTE OF MINNESOTAOPERATING SUPPORTPCSAINT PAUL, MN, US$30,000
Paid GrantMINNESOTA PUBLIC RADIOOPERATING SUPPORTPCSAINT PAUL, MN, US$30,000
Paid GrantPENUMBRA THEATRE COMPANY INCOPERATING SUPPORTPCST PAUL, MN, US$30,000
Paid GrantTHE SANNEH FOUNDATIONOPERATING SUPPORTPCSAINT PAUL, MN, US$30,000
Paid GrantUNIVERSITY OF MINNESOTA FOUNDATIONNEXT GENERATION GLOBAL DISCOVERY SCHOLARSHIP FUNDPCMINNEAPOLIS, MN, US$30,000
Paid GrantANIMAL HUMANE SOCIETYOPERATING SUPPORTPCMINNEAPOLIS, MN, US$25,000
Paid GrantCENTER FOR ECOTECHNOLOGY INCOPERATING SUPPORTPCPITTSFIELD, MA, US$25,000
Paid GrantFEEDING AMERICAOPERATING SUPPORTPCCHICAGO, IL, US$25,000
Paid GrantGREAT RIVER GREENINGOPERATING SUPPORTPCSAINT PAUL, MN, US$25,000
Paid GrantHELPING PAWS INCOPERATING SUPPORTPCHOPKINS, MN, US$25,000
Paid GrantUNIVERSITY OF MINNESOTA FOUNDATIONDOMESTIC STUDY AWAY SCHOLARSHIPPCMINNEAPOLIS, MN, US$25,000
Paid GrantWYE RIVER UPPER SCHOOL INCOPERATING SUPPORTPCCENTREVILLE, MD, US$25,000
Paid GrantBOSTON COLLEGE TRUSTEESCAMPUS SCHOOL AT BOSTON COLLEGE OPERATING SUPPORTPCCHESTNUT HILL, MA, US$20,000
Paid GrantTHE HISTORY THEATRE INCOPERATING SUPPORTPCST PAUL, MN, US$20,000
Paid GrantPOLICING EQUITYOPERATING SUPPORTPCWEST HOLLYWOOD, CA, US$20,000
Paid GrantRED LAKE NATION COLLEGEOPERATING SUPPORTPCRED LAKE, MN, US$20,000
Paid GrantWORLD CENTRAL KITCHEN INCORPORATEDOPERATING SUPPORTPCWASHINGTON, DC, US$20,000
Paid GrantCANINE COMPANIONS FOR INDEPENDENCEOPERATING SUPPORTPCSANTA ROSA, CA, US$15,000
Paid GrantJOHNS HOPKINS UNIVERSITYPROJECT BIOEYESPCBALTIMORE, MD, US$15,000
Paid GrantREFUGEE AND IMMIGRANT CENTER FOR EDUCATION AND LEGAL SERVICESOPERATING SUPPORTPCSAN ANTONIO, TX, US$10,000
Paid GrantASSOCIATION OF SMALL FOUNDATIONSOPERATING SUPPORTPCWASHINGTON, DC, US$1,500
Filing and Contact Details

Filer

Filer Name
Joy in Blue Foundation
EIN
83-0528682
Phone
9529885945
Address
5115 N DYSART RD 202 PMB 601, LITCHFIELD PARK, AZ 85340

Signing Officer

Name
Richard Rathmann
Title
Treasurer
Phone
9529885945
Signed
2023-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Frank Smith
Phone
2028225000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1682864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt166424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-58632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3177536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5300430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-375936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7121737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-3641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-3416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-21262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1425179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-228615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1682864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0204233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12617830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2215535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31593044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5388349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt63532015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71518423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt932935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1027000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1325179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1421385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1582864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB #7875 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB #7875 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB #6727 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB #6727 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4EXICURE INC #5795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BERKSHIRE HATHAWAY #5795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MORGAN STANLEY #5701 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MORGAN STANLEY #5701 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FNMA POOL #5701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FHLMC #5701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10FNMA POOL #5701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SYMPHONY EVOLUTION HOLDINGS K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SYMPHONY DYNAMO HOLDINGS K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13BROADOAK FUND V K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14BROADOAK FUND III K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CELLERANT LIQUIDATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102022-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt074057
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-640258
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04853310
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028077735
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028717993
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023224425
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01251898
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01251898
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01251898
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01256481
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04583
IRS990PF/DistributableAmountGrp/TotalTaxAmt04583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016406
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016406
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020989
IRS990PF/FMVAssetsEOYAmt023224425
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03659336
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03753633
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03753633
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt020166096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016162860
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016162860
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02491361
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02018259
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02018259
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt028717993
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt023224425
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02239041
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01229934
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01229934
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028717993
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023224425
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023224425
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028717993
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023224425
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028717993
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023224425
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0162159
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt059739
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt059739
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025512304
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0611641
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt022409302
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0382685
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02491361
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01256481
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025129619
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025512304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt026.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0131074
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt016398
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SUZANNE BUSTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt05115 N DYSART RD 202 PMB 601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LITCHFIELD PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd085340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAURA JEAN RATHMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD G RATHMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05115 N DYSART RD 202 PMB 601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15115 N DYSART RD 202 PMB 601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LITCHFIELD PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LITCHFIELD PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01235083
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01235083
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/PayCompDisqualifiedPrsnInd00
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/IndividualWithBooksNm0SUZANNE BUSTA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05115 N DYSART RD 202 PMB 601
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LITCHFIELD PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085340
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,224,425
Liabilities
$0
Net assets
$23,224,425
Revenue
$732,164
Expenses
$1,372,422
Net income
-$640,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$1.47$1.37$0.10
2023Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$0.65$1.37$0.72
2022Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$0.73$1.37$0.64
2021Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$3.59$1.28$2.30
2020Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$2.61$1.12$1.49
2019Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$0.96$0.55$0.41