Civic Intelligence

Val a Green & Edith D Green Foundation

990PF • Fiscal year 2020 • EIN 84-1407030

Apr 01, 2019 to Mar 31, 2020 • Filed on Feb 02, 2021

Organization Profile
4660 Mckinney CourtPark City, UT 84098

(801) 560-9326

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

11th percentile

-61%

Higher net margin than 11% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$122,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 40.1% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

21st percentile

-2.9%

Faster asset growth than 21% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-3.7%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$6,357,277

Down $189,666 (-2.9%) from 2019

Net Assets

Down

$6,355,249

Down $181,457 (-2.8%) from 2019

Liabilities

Down

$2,028

Down $8,209 (-80%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin11th percentile

Revenue

Down

$304,245

Down $11,575 (-3.7%) from 2019

Expenses

Down

$489,244

Down $86,435 (-15%) from 2019

Net Income

Up

-$184,999

Up $74,860 (+29%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,634,308Liabilities 2011: $2,958Net Assets 2011: $7,631,3502011Assets 2012: $7,417,107Liabilities 2012: $416Net Assets 2012: $7,416,6912012Assets 2013: $7,306,507Liabilities 2013: $1,728Net Assets 2013: $7,304,7792013Assets 2014: $7,206,922Liabilities 2014: $2,768Net Assets 2014: $7,204,1542014Assets 2015: $7,027,640Liabilities 2015: $4,045Net Assets 2015: $7,023,5952015Assets 2016: $6,866,391Liabilities 2016: $3,980Net Assets 2016: $6,862,4112016Assets 2017: $6,794,582Liabilities 2017: $1,712Net Assets 2017: $6,792,8702017Assets 2018: $6,801,182Liabilities 2018: $4,617Net Assets 2018: $6,796,5652018Assets 2019: $6,546,943Liabilities 2019: $10,237Net Assets 2019: $6,536,7062019Assets 2020: $6,357,277Liabilities 2020: $2,028Net Assets 2020: $6,355,2492020Assets 2021: $6,358,333Liabilities 2021: $7,552Net Assets 2021: $6,350,7812021Assets 2022: $6,121,917Liabilities 2022: $2,011Net Assets 2022: $6,119,9062022Assets 2023: $6,053,250Liabilities 2023: $6,838Net Assets 2023: $6,046,4122023Assets 2024: $6,012,063Liabilities 2024: $7,970Net Assets 2024: $6,004,0932024Assets 2025: $5,871,390Liabilities 2025: $6,252Net Assets 2025: $5,865,1382025

Highlighted filing

2020

Assets$6,357,277
Liabilities$2,028
Net Assets$6,355,249
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.0M$500K$0-$500KExpenses 2011: $422,3912011Expenses 2012: $528,0902012Expenses 2013: $441,1052013Revenue 2014: $313,562Expenses 2014: $414,187Net Income 2014: -$100,6252014Revenue 2015: $301,976Expenses 2015: $481,823Net Income 2015: -$179,8472015Revenue 2016: $266,619Expenses 2016: $427,803Net Income 2016: -$161,1842016Revenue 2017: $328,286Expenses 2017: $397,827Net Income 2017: -$69,5412017Revenue 2018: $437,835Expenses 2018: $434,140Net Income 2018: $3,6952018Revenue 2019: $315,820Expenses 2019: $575,679Net Income 2019: -$259,8592019Revenue 2020: $304,245Expenses 2020: $489,244Net Income 2020: -$184,9992020Revenue 2021: $583,273Expenses 2021: $587,741Net Income 2021: -$4,4682021Revenue 2022: $385,864Expenses 2022: $616,739Net Income 2022: -$230,8752022Revenue 2023: $377,361Expenses 2023: $450,855Net Income 2023: -$73,4942023Revenue 2024: $358,542Expenses 2024: $400,861Net Income 2024: -$42,3192024Revenue 2025: $304,816Expenses 2025: $443,771Net Income 2025: -$138,9552025

Highlighted filing

2020

Revenue$304,245
Expenses$489,244
Net Income-$184,999
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Feb 2, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VAL J GREENTrusteePT$122,000-$122,000
AARON GREENTrusteePT$28,332-$28,332
MATTHEW D GREENTrusteePT$27,481-$27,481
BRODY HAMBLINTrusteePT$25,834-$25,834
KENLON W REEVETrusteePT$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Val a Green & Edith D Green Foundation
EIN
84-1407030
Phone
8015609326
Address
4660 MCKINNEY COURT, PARK CITY, UT 84098

Signing Officer

Name
Val J Green
Title
Trustee
Phone
8015609326
Signed
2021-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
19 EAST 200 SOUTH STE 1000, SALT LAKE CITY, UT 84111
Preparer
Lori Barton
Phone
8013649300
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt511565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt611284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1423704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt157238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt213901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1511421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt163485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt72853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1511421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt163485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0153465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1113423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt224545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt615411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1535125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1610723
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/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0COVERED SHORT-TERM - 7999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1COVERED LONG-TERM - 7999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COCA COLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3INVESCO CORPORATE BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NON - COVERED SHORT-TERM OTHER- 1099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ABBVIE INC SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DOLLAR GENERAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7DISNEY (WALT) CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8DISNEY (WALT) CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DOLLAR GENERAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DOLLAR GENERAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DOLLAR GENERAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DISNEY (WALT) CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DISNEY (WALT) CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14DISNEY (WALT) CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15COCA COLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16COCA COLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt048058
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-184999
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03542
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06355249
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06536706
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06355249
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0362490
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0362490
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0362490
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0365208
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02718
IRS990PF/DistributableAmountGrp/TotalTaxAmt02718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01206
IRS990PF/FMVAssetsEOYAmt07746888
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06792870
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06792870
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt089585
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018010
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0946644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0841069
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0943196
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt05441600
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt028810
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt034178
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt05441600
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt05441600
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt06576652
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt08946
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt05368
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt05368
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0202432
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt010237
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02028
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03535
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03535
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03535
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt06633

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Filings

Displayed year

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

Open filing
Assets
$6,357,277
Liabilities
$2,028
Net assets
$6,355,249
Revenue
$304,245
Expenses
$489,244
Net income
-$184,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.87$0.01$5.87$0.30$0.44$0.14
2024Detailed filing. Detailed filing data is available for this year.$6.01$0.01$6.00$0.36$0.40$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.05$0.01$6.05$0.38$0.45$0.07
2022Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.39$0.62$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.36$0.01$6.35$0.58$0.59$0.00
2020Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.30$0.49$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.55$0.01$6.54$0.32$0.58$0.26
2018Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.44$0.43$0.00
2017Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.33$0.40$0.07
2016Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.86$0.27$0.43$0.16
2015Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.02$0.30$0.48$0.18
2014Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.20$0.31$0.41$0.10
2013Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.30$0.44
2012Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.53
2011Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.42