Civic Intelligence

Margaret E Mooney Foundation

990PF • Fiscal year 2014 • EIN 86-0647807

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 05, 2015

Organization Profile
2440 E BroadwayTucson, AZ 85719

(520) 791-3939

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

91st percentile

60%

Higher net margin than 91% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$34,790

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

73rd percentile

9.9%

Faster asset growth than 73% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$17,914,565

Up $1,618,997 (+9.9%) from 2013

Net Assets

Up

$17,914,565

Up $1,618,997 (+9.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin91st percentile

Revenue

Down

$2,695,159

Down $3,394,675 (-56%) from 2013

Expenses

Down

$1,076,162

Down $545,316 (-34%) from 2013

Net Income

Down

$1,618,997

Down $2,849,359 (-64%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $9,286,319Liabilities 2011: $0Net Assets 2011: $9,286,3192011Assets 2012: $11,827,212Liabilities 2012: $0Net Assets 2012: $11,827,2122012Assets 2013: $16,295,568Liabilities 2013: $0Net Assets 2013: $16,295,5682013Assets 2014: $17,914,565Liabilities 2014: $0Net Assets 2014: $17,914,5652014Assets 2015: $19,975,444Liabilities 2015: $0Net Assets 2015: $19,975,4442015Assets 2016: $21,228,336Liabilities 2016: $0Net Assets 2016: $21,228,3362016Assets 2017: $22,380,357Liabilities 2017: $0Net Assets 2017: $22,380,3572017Assets 2018: $24,301,127Liabilities 2018: $0Net Assets 2018: $24,301,1272018Assets 2019: $26,197,588Liabilities 2019: $0Net Assets 2019: $26,197,5882019Assets 2020: $27,241,281Liabilities 2020: $0Net Assets 2020: $27,241,2812020Assets 2021: $28,774,215Liabilities 2021: $0Net Assets 2021: $28,774,2152021Assets 2022: $31,058,063Liabilities 2022: $0Net Assets 2022: $31,058,0632022Assets 2023: $32,089,037Liabilities 2023: $0Net Assets 2023: $32,089,0372023Assets 2024: $33,059,492Liabilities 2024: $0Net Assets 2024: $33,059,4922024

Highlighted filing

2014

Assets$17,914,565
Liabilities$0
Net Assets$17,914,565
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2011: $1,439,0462011Expenses 2012: $2,223,3422012Revenue 2013: $6,089,834Expenses 2013: $1,621,478Net Income 2013: $4,468,3562013Revenue 2014: $2,695,159Expenses 2014: $1,076,162Net Income 2014: $1,618,9972014Revenue 2015: $3,050,973Expenses 2015: $990,094Net Income 2015: $2,060,8792015Revenue 2016: $2,174,687Expenses 2016: $921,795Net Income 2016: $1,252,8922016Revenue 2017: $2,151,597Expenses 2017: $999,576Net Income 2017: $1,152,0212017Revenue 2018: $3,688,402Expenses 2018: $1,767,632Net Income 2018: $1,920,7702018Revenue 2019: $4,195,475Expenses 2019: $2,299,014Net Income 2019: $1,896,4612019Revenue 2020: $3,264,240Expenses 2020: $2,220,547Net Income 2020: $1,043,6932020Revenue 2021: $3,745,599Expenses 2021: $2,212,665Net Income 2021: $1,532,9342021Revenue 2022: $4,720,596Expenses 2022: $2,436,748Net Income 2022: $2,283,8482022Revenue 2023: $3,140,325Expenses 2023: $2,109,351Net Income 2023: $1,030,9742023Revenue 2024: $2,943,296Expenses 2024: $1,972,841Net Income 2024: $970,4552024

Highlighted filing

2014

Revenue$2,695,159
Expenses$1,076,162
Net Income$1,618,997
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA LOHSEPresidentPT$34,790-$34,790
PATRICIA LOHSEVice PresidentPT$28,400-$28,400
JENNIFER LOHSESecretaryPT$28,400-$28,400
ROBERT LOHSETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Margaret E Mooney Foundation
EIN
86-0647807
Phone
5207913939
Address
2440 E BROADWAY, TUCSON, AZ 85719

Signing Officer

Name
Linda Lohse
Title
President
Signed
2015-08-05
Discuss with paid preparer
Yes

Preparer

Firm
DRC Ltd
Address
6761 E Tanque Verde Road, Tucson, AZ 85715
Preparer
Duke Corley CPA
Phone
5207210400
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DIAMOND VENTURES OPPORTUNITY FUND I, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LOS ARBOLES COMMUNITY #2 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21665 PIEDMONT OFFICE TRUST REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0431970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1240766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01051168
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt044963
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0541
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/BusinessCd0531110
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt015440
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt0570
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-24145
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0531390
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1531390
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0DIAMOND K-1 LINE 1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2LOS ARBOLES #2 K-1 LINE 1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3OIL AND GAS ROYALTIES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01568535
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt012439
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-3054
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02611539
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt044963
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt09955
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02666457
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0852
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01703
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03407
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt044963
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt036636
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt036636
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt091590
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0788620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0788620
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0746
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01491
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01051168
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01051168
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01618997
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt020567
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt020567
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0156107
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0541
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0541
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt044963
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02510970
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-8705
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt07579
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt015159
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt030317
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08556
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt050155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt070947
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01577920
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01577920
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02827
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt076963
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt086963
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0842243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0184189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01076162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02695159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02695159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt053623
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0184189
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0287542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02006-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt058754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt152390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt041246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt041246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04000 STRATEGIC HOTELS CAP PFD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150000 DICKINSON CTY KS U.S.D. BUILD AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DIAMOND VENTURES OPPORTUNITY FUND K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt044963
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01618997
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017914565
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016295568
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017914565
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0955285
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0955285
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0955285
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01005504
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt050219
IRS990PF/DistributableAmountGrp/TotalTaxAmt050219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0129270
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0179489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt050219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0129270
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt050219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt050219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0179489
IRS990PF/FMVAssetsEOYAmt021824580
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0555183
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01252534
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01252534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05030228
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05030228
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05619665
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0296756
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0395261
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0387261
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt025600
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03474
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt058137
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt025600
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt025600
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01635380
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt056154
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt054663
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt054663
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012595
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0138
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01122435
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0753409
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0715104
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0704105
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt02100477
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01479097
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt02100477
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt02100477
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016295568
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt017914565
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt029848
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03785
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03785
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016295568
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017914565
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021824580
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016295568
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017914565
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016295568
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017914565
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt08056698
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt08336775
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt08944275
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020416325
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0703996
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014198569
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0306245
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05513760
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01005504
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020110080
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020416325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt016.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt116.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt216.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt034790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt128400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt228400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LINDA LOHSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICIA LOHSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER LOHSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT LOHSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,914,565
Liabilities
$0
Net assets
$17,914,565
Revenue
$2,695,159
Expenses
$1,076,162
Net income
$1,618,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$2.94$1.97$0.97
2023Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$3.14$2.11$1.03
2022Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$4.72$2.44$2.28
2021Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$3.75$2.21$1.53
2020Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$3.26$2.22$1.04
2019Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$4.20$2.30$1.90
2018Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$3.69$1.77$1.92
2017Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$2.15$1.00$1.15
2016Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$2.17$0.92$1.25
2015Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$3.05$0.99$2.06
2014Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$2.70$1.08$1.62
2013Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$6.09$1.62$4.47
2012Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$2.22
2011Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$1.44