Civic Intelligence

Matie R Viles Charitable Tr 7001100-0283500

990PF • Fiscal year 2018 • EIN 85-6009723

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
301 Griffin StSanta Fe, NM 87501-1822

(505) 954-5424

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$12,007

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

42nd percentile

-0.8%

Faster asset growth than 42% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,476,388

Down $11,510 (-0.8%) from 2017

Net Assets

Down

$1,476,388

Down $11,510 (-0.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin15th percentile

Revenue

Up

$87,928

Up $12,274 (+16%) from 2017

Expenses

Up

$108,709

Up $4,734 (+4.6%) from 2017

Net Income

Up

-$20,781

Up $7,540 (+27%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,530,418Liabilities 2011: $02011Assets 2012: $1,503,259Liabilities 2012: $02012Assets 2013: $1,466,368Liabilities 2013: $1Net Assets 2013: $1,466,3682013Assets 2014: $1,523,119Liabilities 2014: $1Net Assets 2014: $1,523,1192014Assets 2015: $1,528,301Liabilities 2015: $1Net Assets 2015: $1,528,3012015Assets 2016: $1,514,401Liabilities 2016: $0Net Assets 2016: $1,514,4012016Assets 2017: $1,487,898Liabilities 2017: $0Net Assets 2017: $1,487,8982017Assets 2018: $1,476,388Liabilities 2018: $0Net Assets 2018: $1,476,3882018Assets 2019: $1,497,301Liabilities 2019: $1Net Assets 2019: $1,497,3012019Assets 2020: $1,443,195Liabilities 2020: $1Net Assets 2020: $1,443,1952020Assets 2021: $1,382,798Liabilities 2021: $1Net Assets 2021: $1,382,7982021Assets 2022: $1,311,888Liabilities 2022: $1Net Assets 2022: $1,311,8882022Assets 2023: $1,272,841Liabilities 2023: $1Net Assets 2023: $1,272,8412023Assets 2024: $1,312,064Liabilities 2024: $0Net Assets 2024: $1,312,0642024

Highlighted filing

2018

Assets$1,476,388
Liabilities$0
Net Assets$1,476,388
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $215,252Expenses 2011: $92,346Net Income 2011: $122,9062011Revenue 2012: $69,316Expenses 2012: $96,499Net Income 2012: -$27,1832012Revenue 2013: $54,221Expenses 2013: $91,173Net Income 2013: -$36,9522013Revenue 2014: $153,455Expenses 2014: $97,248Net Income 2014: $56,2072014Revenue 2015: $114,541Expenses 2015: $106,424Net Income 2015: $8,1172015Revenue 2016: $87,512Expenses 2016: $102,077Net Income 2016: -$14,5652016Revenue 2017: $75,654Expenses 2017: $103,975Net Income 2017: -$28,3212017Revenue 2018: $87,928Expenses 2018: $108,709Net Income 2018: -$20,7812018Revenue 2019: $135,842Expenses 2019: $115,133Net Income 2019: $20,7092019Revenue 2020: $61,668Expenses 2020: $115,697Net Income 2020: -$54,0292020Revenue 2021: $59,309Expenses 2021: $119,197Net Income 2021: -$59,8882021Revenue 2022: $59,960Expenses 2022: $130,974Net Income 2022: -$71,0142022Revenue 2023: $75,658Expenses 2023: $114,671Net Income 2023: -$39,0132023Revenue 2024: $109,631Expenses 2024: $118,433Net Income 2024: -$8,8022024

Highlighted filing

2018

Revenue$87,928
Expenses$108,709
Net Income-$20,781
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOS ALAMOS NATIONAL BANKTrusteePT$12,007-$12,007
Filing and Contact Details

Filer

Filer Name
Matie R Viles Charitable Trust
EIN
85-6009723
Phone
5059545424
Address
301 GRIFFIN ST, SANTA FE, NM 87501-1822

Signing Officer

Name
Cynthia Wolf
Title
Trustee
Phone
5059545424
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1442 S ST FRANCIS DR STE F, SANTA FE, NM 87505
Preparer
Deborah S Reiss
Phone
5059824496
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt049970
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02465
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035493
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt085463
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02465
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt087928
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01142
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01142
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02284
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035493
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06004
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06003
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012007
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt087948
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt087948
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049970
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt052435
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20781
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0591520
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035493
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt072264
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05813
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05813
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0241
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt095094
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0108709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt085463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt087928
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07146
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013199
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0379961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1176066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-18953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt254710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-18953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt254710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0361008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1175802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt254710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035493
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-264
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20781
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09271
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01476388
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01487898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01476388
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt099539
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt099539
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt099539
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0100984
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01445
IRS990PF/DistributableAmountGrp/TotalTaxAmt01445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0310
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0310
IRS990PF/FMVAssetsEOYAmt01897174
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01310950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01355346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01776124
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01487898
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01476388
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt090430
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt065362
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt065362
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01487898
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01476388
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01897174
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01487898
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01476388
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01487898
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01476388
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt086518
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt055680
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt055688
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02050438
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt094726
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01955712
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030757
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0100984
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02019681
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02050438
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOS ALAMOS NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0301 GRIFFIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0875011822
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt095961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt096684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt092617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt089553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt092033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt087461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt081237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02019681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01941253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01822869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01884845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01900753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01770492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt095094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237564
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt095094
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt095094

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,476,388
Liabilities
$0
Net assets
$1,476,388
Revenue
$87,928
Expenses
$108,709
Net income
-$20,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.11$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.13$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.06$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.09$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.08$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.09$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.15$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.09$0.04
2012Summary only. Only limited summary data is available for this year.$1.50$0.00$0.07$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$1.53$0.00$0.22$0.09$0.12