Civic Intelligence

The Lester and Roberta Smith Foundation

990PF • Fiscal year 2019 • EIN 86-0986636

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

Organization Profile
C/O Hbl Cpas 5470 E Broadway BlvdTucson, AZ 85711

(520) 299-1479

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

11th percentile

-46%

Higher net margin than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.0%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

44%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,382,030

Down $49,598 (-2.0%) from 2018

Net Assets

Down

$2,380,878

Down $50,364 (-2.1%) from 2018

Liabilities

Up

$1,152

Up $766 (+198%) from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin11th percentile

Revenue

Up

$110,557

Up $33,801 (+44%) from 2018

Expenses

Up

$160,921

Up $100,377 (+166%) from 2018

Net Income

Down

-$50,364

Down $66,576 (-411%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $43,100Liabilities 2011: $02011Assets 2012: $2,562,500Liabilities 2012: $02012Assets 2013: $2,515,918Liabilities 2013: $02013Assets 2014: $2,506,734Liabilities 2014: $561Net Assets 2014: $2,506,1732014Assets 2015: $2,520,844Liabilities 2015: $402Net Assets 2015: $2,520,4422015Assets 2016: $2,488,051Liabilities 2016: $0Net Assets 2016: $2,488,0512016Assets 2017: $2,415,494Liabilities 2017: $0Net Assets 2017: $2,415,4942017Assets 2018: $2,431,628Liabilities 2018: $386Net Assets 2018: $2,431,2422018Assets 2019: $2,382,030Liabilities 2019: $1,152Net Assets 2019: $2,380,8782019Assets 2020: $2,305,617Liabilities 2020: $0Net Assets 2020: $2,305,6172020Assets 2021: $2,252,410Liabilities 2021: $0Net Assets 2021: $2,252,4102021Assets 2022: $2,444,528Liabilities 2022: $0Net Assets 2022: $2,444,5282022Assets 2023: $2,511,772Liabilities 2023: $0Net Assets 2023: $2,511,7722023Assets 2024: $2,547,116Liabilities 2024: $0Net Assets 2024: $2,547,1162024Assets 2025: $2,614,037Liabilities 2025: $0Net Assets 2025: $2,614,0372025

Highlighted filing

2019

Assets$2,382,030
Liabilities$1,152
Net Assets$2,380,878
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $44,048Expenses 2011: $1,285Net Income 2011: $42,7632011Revenue 2012: $2,554,005Expenses 2012: $34,605Net Income 2012: $2,519,4002012Revenue 2013: $85,570Expenses 2013: $132,152Net Income 2013: -$46,5822013Revenue 2014: $111,925Expenses 2014: $121,690Net Income 2014: -$9,7652014Revenue 2015: $149,635Expenses 2015: $135,366Net Income 2015: $14,2692015Revenue 2016: $57,745Expenses 2016: $89,967Net Income 2016: -$32,2222016Revenue 2017: $112,103Expenses 2017: $184,712Net Income 2017: -$72,6092017Revenue 2018: $76,756Expenses 2018: $60,544Net Income 2018: $16,2122018Revenue 2019: $110,557Expenses 2019: $160,921Net Income 2019: -$50,3642019Revenue 2020: $57,629Expenses 2020: $132,528Net Income 2020: -$74,8992020Revenue 2021: $48,974Expenses 2021: $102,181Net Income 2021: -$53,2072021Revenue 2022: $340,045Expenses 2022: $147,927Net Income 2022: $192,1182022Revenue 2023: $256,305Expenses 2023: $189,061Net Income 2023: $67,2442023Revenue 2024: $171,263Expenses 2024: $135,897Net Income 2024: $35,3662024Revenue 2025: $217,975Expenses 2025: $151,054Net Income 2025: $66,9212025

Highlighted filing

2019

Revenue$110,557
Expenses$160,921
Net Income-$50,364
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SAKRISONPresident-$0--
TODD ACKERMANVice President-$0--
RICHARD IMWALLETreasurer-$0--
JOHN PEDICONESecretary-$0--
JENNIFER L CARRELLTrustee-$0--
WILLIAM CARRELLTrustee-$0--
LINDA TAUFENTrustee-$0--
NINA DALDRUPTrustee-$0--
MARY BELLE MCCORKLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lester and Roberta Smith Foundation
EIN
86-0986636
Phone
5202991479
Address
C/O HBL CPAS 5470 E BROADWAY BLVD, TUCSON, AZ 85711

Signing Officer

Name
Todd Ackerman
Title
Vice President
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
HBL CPAs PC
Address
5470 E Broadway Blvd, Tucson, AZ 85711
Preparer
Michael J Devries
Phone
5208863181
Raw XML AppendixShowing 400 of 575 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.33 RESIDEO TECHNOLOGIES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15 GARRETT MORTION INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28 RESIDEO TECHNOLOGIES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.67 FOX CORP CL A CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc486 FOX CORP CL A CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc520 BIOGEN INC COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc625 EOG RES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc740 EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8210 QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9617 MFC FLEXSHARES TR GLOBAL REAL ESTATE IND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101140 MFC ISHARES TR SHORT-TERM CORP BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112515.09 MFB NORTHERN FDS GLOBAL REAL ESTATE INDE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250000 BK NOVA SCOTIA B C 2.05% DUE 10-30-2018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13170 #REORG/EXPRESS CASH & STOCK MERGER CIGNA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14.38 CIGNA CORP NEW COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1570 NIKE INC CLASS B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16120 V F CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17.53 WALT DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc183318.25 MFB NORTHN HI YIELD FXD INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19.57 KONTOOR BRANDS INC COM NPV WI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2050000 WELLS FARGO & CO 2.15 DUE 01-15-2019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029924
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-362
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-50364
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02380878
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02431242
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02380878
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0117473
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0117473
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0117473
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0118547
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01074
IRS990PF/DistributableAmountGrp/TotalTaxAmt01074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01520
IRS990PF/FMVAssetsEOYAmt02830038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0778820
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0595547
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0611359
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01472457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01557856
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01976892
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0428
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0428
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0110260
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0160858
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0174018
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0386
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01152
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt02431242
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt02380878
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt070091
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt067341
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt067341
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02431628
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02382030
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02830038
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0386
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01152
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02431628
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02382030
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02431242
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02380878
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02407044
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt068716
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02337900
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036106
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0428
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0118547
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02370938
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02407044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES SAKRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TODD ACKERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD IMWALLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOHN PEDICONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JENNIFER L CARRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5WILLIAM CARRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6LINDA TAUFEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7NINA DALDRUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MARY BELLE MCCORKLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O HBL CPAS 5470 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O HBL CPAS 5470 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O HBL CPAS 5470 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O HBL CPAS 5470 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O HBL CPAS 5470 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5C/O HBL CPAS 5470 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6C/O HBL CPAS 5470 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7C/O HBL CPAS 5470 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8C/O HBL CPAS 5470 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd385711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd485711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd585711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd685711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd785711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd885711
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0109262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0110336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt057579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0181158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt087174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0130921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0118243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.02412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.07502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02370938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02387098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02414824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02466818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02475924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02745792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0156947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230420
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0155873
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0156947
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01074
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0156947
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,382,030
Liabilities
$1,152
Net assets
$2,380,878
Revenue
$110,557
Expenses
$160,921
Net income
-$50,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.22$0.15$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.17$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.26$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.34$0.15$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.05$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.06$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.11$0.16$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.08$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.11$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.15$0.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.11$0.12$0.01
2013Summary only. Only limited summary data is available for this year.$2.52$0.00$0.09$0.13$0.05
2012Summary only. Only limited summary data is available for this year.$2.56$0.00$2.55$0.03$2.52
2011Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.00$0.04