Civic Intelligence

The Adler Schermer Foundation

990PF • Fiscal year 2012 • EIN 84-1210699

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 07, 2013

Organization Profile
C/O Lloyd G Schermer 210 LakeAvenue81611
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

85th percentile

17%

Faster asset growth than 85% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$5,821,993

Up $838,391 (+17%) from 2011

Net Assets

Up

$5,821,913

Up $838,391 (+17%) from 2011

Liabilities

Flat

$80

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$903,045

Down $551,659 (-38%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$10M$5.0M$0Assets 2010: $6,457,347Liabilities 2010: $80Net Assets 2010: $6,457,2672010Assets 2011: $4,983,602Liabilities 2011: $80Net Assets 2011: $4,983,5222011Assets 2012: $5,821,993Liabilities 2012: $80Net Assets 2012: $5,821,9132012Assets 2013: $5,799,520Liabilities 2013: $0Net Assets 2013: $5,799,5202013Assets 2014: $8,371,484Liabilities 2014: $0Net Assets 2014: $8,371,4842014Assets 2015: $6,129,035Liabilities 2015: $0Net Assets 2015: $6,129,0352015Assets 2016: $5,479,441Liabilities 2016: $19,478Net Assets 2016: $5,459,9632016Assets 2017: $5,505,818Liabilities 2017: $0Net Assets 2017: $5,505,8182017Assets 2018: $4,869,640Liabilities 2018: $0Net Assets 2018: $4,869,6402018Assets 2019: $4,827,210Liabilities 2019: $0Net Assets 2019: $4,827,2102019Assets 2020: $5,218,120Liabilities 2020: $0Net Assets 2020: $5,218,1202020Assets 2021: $6,212,300Liabilities 2021: $0Net Assets 2021: $6,212,3002021Assets 2022: $4,565,216Liabilities 2022: $0Net Assets 2022: $4,565,2162022Assets 2023: $4,398,911Liabilities 2023: $0Net Assets 2023: $4,398,9112023Assets 2024: $4,536,334Liabilities 2024: $0Net Assets 2024: $4,536,3342024

Highlighted filing

2012

Assets$5,821,993
Liabilities$80
Net Assets$5,821,913
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $523,3482010Expenses 2011: $1,454,7042011Expenses 2012: $903,0452012Revenue 2013: $71,068Expenses 2013: $734,287Net Income 2013: -$663,2192013Revenue 2014: $4,048,932Expenses 2014: $513,988Net Income 2014: $3,534,9442014Revenue 2015: $272,506Expenses 2015: $505,104Net Income 2015: -$232,5982015Revenue 2016: $145,766Expenses 2016: $1,414,909Net Income 2016: -$1,269,1432016Revenue 2017: $197,751Expenses 2017: $342,651Net Income 2017: -$144,9002017Revenue 2018: $276,440Expenses 2018: $400,869Net Income 2018: -$124,4292018Revenue 2019: $189,250Expenses 2019: $594,488Net Income 2019: -$405,2382019Revenue 2020: $243,525Expenses 2020: $327,922Net Income 2020: -$84,3972020Revenue 2021: $464,742Expenses 2021: $324,322Net Income 2021: $140,4202021Revenue 2022: $79,551Expenses 2022: $217,324Net Income 2022: -$137,7732022Revenue 2023: $205,663Expenses 2023: $595,315Net Income 2023: -$389,6522023Revenue 2024: -$2,377,933Expenses 2024: $485,889Net Income 2024: -$2,863,8222024

Highlighted filing

2012

Revenue-
Expenses$903,045
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTY A SCHERMERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future GrantASPEN MUSIC FESTIVAL & SCHOOLWHERE DREAMS BEGIN CAMPAIGNEXEMPT ORGASPEN, CO, US$300,000
Paid GrantAMHERST COLLEGELLOYD G SCHERMER 1950 SCHOLARSHIP FUNDEXEMPT ORGAMHERST, MA, US$205,000
Paid GrantASPEN MUSIC FESTIVAL & SCHOOLWHERE DREAMS BEGIN CAMPAIGNEXEMPT ORGASPEN, CO, US$200,000
Paid GrantASPEN MUSIC FESTIVAL & SCHOOLGENERAL FUNDSEXEMPT ORGASPEN, CO, US$32,025
Paid GrantTHE LAND INSTITUTEGENERAL FUNDSEXEMPT ORGSALINA, KS, US$25,000
Paid GrantANDERSON RANCH ARTS CENTERBETTY AND LLOYD SCHERMER ENDOWMENT FUNDEXEMPT ORGSNOWMASS VILLAGE, CO, US$24,800
Paid GrantSMITHSONIAN NATIONAL BOARDGENERAL FUNDSEXEMPT ORGPITTSFIELD, MA, US$20,000
Paid GrantTHE ASPEN INSTITUTETWO MEMBERSHIPS INT HE SOCIETY OF FELLOWS & GENERAL OPERATIONS FUNDEXEMPT ORGWASHINGTON, DC, US$14,500
Paid GrantTEMPLE EMANUELTEMPLE FUNDEXEMPT ORGDAVENPORT, IA, US$8,400
Paid GrantASPEN CENTER FOR ENVIRONMENTAL STUDIESSUMMER NATURALIST INTERNSHIP PROGRAMEXEMPT ORGASPEN, CO, US$5,000
Paid GrantHARVARD UNIVERSITYHARVARD BUSINESS SCHHOL DEAN'S FUNDEXEMPT ORGCAMBRIDGE, MA, US$2,500
Paid GrantUNIVERSITY OF ILLINOIS FOUNDATIONCOLLEGE OF MEDIA ANNUAL FUNDEXEMPT ORGURBANA, IL, US$2,500
Paid GrantASPEN HISTORICAL SOCIETYGENERAL FUNDSEXEMPT ORGASPEN, CO, US$2,000
Paid GrantASPEN JEWISH CONGREGATIONGENERAL FUNDSEXEMPT ORGASPEN, CO, US$1,500
Paid GrantALZHEIMER'S DRUG DISCOVERY FOUNDATIONGENERAL FUNDSEXEMPT ORGNEW YORK, NY, US$1,000
Paid GrantASPEN COMMUNITY FOUNDATIONCOMMUNITY FOUNDATION GRANTMAKING FUND & BAGUETTES ADVISED FUNDEXEMPT ORGASPEN, CO, US$1,000
Paid GrantMICDSGENERAL FUNDSEXEMPT ORGST LOUIS, MO, US$1,000
Paid GrantUNIVERSITY OF ARIZONA FOUNDATIONCOLLEGE OF SCIENCE - GALILEO CIRCLE DEAN'S FUNDEXEMPT ORGTUCSON, AZ, US$1,000
Paid GrantWOUNDED WARRIOR PROJECTGENERAL FUNDSEXEMPT ORGJACKSONVILLE, FL, US$1,000
Paid GrantAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCHGENERAL FUNDSEXEMPT ORGWASHINGTON, DC, US$500
Paid GrantFOCUSED ULTRASOUND SURGERY FOUNDATIONGENERAL FUNDSEXEMPT ORGCHARLOTTESVILLE, VA, US$500
Paid GrantTHE SALVATION ARMYTHANKSGIVING MEALS TO THOSE IN NEED IN OUR COMMUNITYEXEMPT ORGTUCSON, AZ, US$500
Paid GrantUNIVERSITY OF KANSAS-DEPARTMENT OF GERMANIC LANGUAGES AND LITERATURESMAX KADE CENTER-SUDLER ANNEX RENOVATIONEXEMPT ORGLAWRENCE, KS, US$500
Paid GrantBOY SCOUTS OF AMERICA-WESTERN COLORADO COUNCILFRIENDS OF SCOUTINGEXEMPT ORGGRAND JUNCTION, CO, US$300
Paid GrantPITKIN COUNTY LIBRARYYES TO OUR LIBRARY CAMPAIGNEXEMPT ORGASPEN, CO, US$300
Paid GrantSEND A KID TO CAMP FUNDGENERAL FUNDSEXEMPT ORGTUSCON, AZ, US$300
Paid GrantASPEN SANTE FE BALLETGENERAL FUNDSEXEMPT ORGASPEN, CO, US$250
Paid GrantCOMMUNITY FOUNDATION FOR SOUTHERN ARIZONASPLENDIDO RESIDENTS ASSOCIATION SCHOLARSHIP FUNDEXEMPT ORGTUCSON, AZ, US$200
Paid GrantCONGREGATION B'NAI AMOONAGENERAL FUNDSEXEMPT ORGST LOUIS, MO, US$200
Paid GrantTHEATRE ASPENGENERAL FUNDSEXEMPT ORGASPEN, CO, US$100
Paid GrantJEWISH FUND FOR HUMAN NEEDSGENERAL FUNDSEXEMPT ORGST LOUIS, MO, US$50
Paid GrantTHE CHAPLAINCYGENERAL FUNDSEXEMPT ORGRICHLAND, WA, US$50
Paid GrantFIRST PRESBYTERIAN CHURCH AT CALDWELLGENERAL FUNDSEXEMPT ORGCALDWELL, NJ, US$25
Filing and Contact Details

Filer

EIN
84-1210699
Raw XML AppendixShowing 400 of 889 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AKAMAI TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ALLIANCE DATA SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AMAZON.COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4AMERICAN TOWER
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm05890
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm016
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps0107
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0605917
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0108477
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0681537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0789974
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm075620
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0351045
IRS990PF/BalanceSheets/AccountsPayableBOY080
IRS990PF/BalanceSheets/AccountsPayableEOY080
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0226029
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0453635
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0453635
IRS990PF/BalanceSheets/InvestmentsOtherBOY04543264
IRS990PF/BalanceSheets/InvestmentsOtherEOY04281599
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV04281599
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0214309
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01086759
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01086759
IRS990PF/BalanceSheets/TotalAssetsBOY04983602
IRS990PF/BalanceSheets/TotalAssetsEOY05821993
IRS990PF/BalanceSheets/TotalAssetsEOYFMV05821993
IRS990PF/BalanceSheets/TotalLiabilitiesBOY080
IRS990PF/BalanceSheets/TotalLiabilitiesEOY080
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY04983602
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY05821993
IRS990PF/BalanceSheets/TotalNetAssetsBOY04983522
IRS990PF/BalanceSheets/TotalNetAssetsEOY05821913
IRS990PF/BalanceSheets/UnrestrictedBOY04983522
IRS990PF/BalanceSheets/UnrestrictedEOY05821913
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0602729
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis048919
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1292151
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21241995
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis32096626
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3ADVISORY RESEARCH ENERGY FUND K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4ADVISORY RESEARCH ENERGY FUND K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5ADVISORY RESEARCH INTERNATIONAL VALUE FUND K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6ADVISORY RESEARCH INTERNATIONAL VALUE FUND K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7ADVISORY RESEARCH ENERGY FUND K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8ADVISORY RESEARCH INTERNATIONAL VALUE FUND K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-6041
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss159
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss27849
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-153413
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4104247
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss52312
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6443465
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7258005
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-60989
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss97235
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-6041
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses159
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses27849
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-153413
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4104247
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses52312
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6443465
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7258005
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-60989
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses97235
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice042878
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice159
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2300000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31500000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice42035637
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice57235
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-113071
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0951462
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal05821913
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04983522
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY05821913
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0265198
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0265198
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0265198
IRS990PF/DistributableAmount/MinimumInvestmentReturn0271257
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome06059
IRS990PF/DistributableAmount/TotalTax06059
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear020820
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment016879
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax06059
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment020820
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal06059
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome06059
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension010000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments026879
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY05821993
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets05507754
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0313425
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities05194329
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable082616
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0271257
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets05425138
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets05507754
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BETTY A SCHERMER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10210 LAKE AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ASPEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode081611
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0495472
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0489413
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.090212
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.082409
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.084008
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.100098
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.094723

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,821,993
Liabilities
$80
Net assets
$5,821,913
Revenue
-
Expenses
$903,045
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$2.38$0.49$2.86
2023Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.21$0.60$0.39
2022Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.08$0.22$0.14
2021Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.46$0.32$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.24$0.33$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.19$0.59$0.41
2018Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.28$0.40$0.12
2017Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.20$0.34$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.48$0.02$5.46$0.15$1.41$1.27
2015Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.27$0.51$0.23
2014Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$4.05$0.51$3.53
2013Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.07$0.73$0.66
2012Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.90
2011Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$1.45
2010Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.52