Civic Intelligence

Robert and Marie Hansen Family Foundation

990PF • Fiscal year 2021 • EIN 86-6309859

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization Profile
12475 N Rancho Vistoso Blvd 101Oro Valley, AZ 85755

(520) 907-8509

Siviq Scores

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

Liabilities / Assets

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.14x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

84th percentile

53%

Higher net margin than 84% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

67th percentile

$140,018

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

57th percentile

11%

Faster asset growth than 57% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

100%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$9,444,296

Up $917,430 (+11%) from 2020

Net Assets

Up

$9,257,297

Up $732,656 (+8.6%) from 2020

Liabilities

Up

$186,999

Up $184,774 (+8304%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Up

$1,345,064

Up $671,045 (+100%) from 2020

Expenses

Up

$637,022

Up $29,325 (+4.8%) from 2020

Net Income

Up

$708,042

Up $641,720 (+968%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,904,221Liabilities 2011: $100,1892011Assets 2012: $8,537,748Liabilities 2012: $02012Assets 2013: $8,336,671Liabilities 2013: $02013Assets 2014: $7,963,970Liabilities 2014: $0Net Assets 2014: $7,963,9702014Assets 2015: $7,553,935Liabilities 2015: $0Net Assets 2015: $7,553,9352015Assets 2016: $7,290,559Liabilities 2016: $0Net Assets 2016: $7,290,5592016Assets 2017: $6,969,086Liabilities 2017: $0Net Assets 2017: $6,969,0862017Assets 2018: $6,915,346Liabilities 2018: $0Net Assets 2018: $6,915,3462018Assets 2019: $8,402,172Liabilities 2019: $3,779Net Assets 2019: $8,398,3932019Assets 2020: $8,526,866Liabilities 2020: $2,225Net Assets 2020: $8,524,6412020Assets 2021: $9,444,296Liabilities 2021: $186,999Net Assets 2021: $9,257,2972021Assets 2022: $10,910,506Liabilities 2022: $201,847Net Assets 2022: $10,708,6592022Assets 2023: $11,067,500Liabilities 2023: $220,923Net Assets 2023: $10,846,5772023Assets 2024: $10,789,621Liabilities 2024: $307,915Net Assets 2024: $10,481,7062024

Highlighted filing

2021

Assets$9,444,296
Liabilities$186,999
Net Assets$9,257,297
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $273,009Expenses 2011: $509,019Net Income 2011: -$236,0102011Revenue 2012: $193,640Expenses 2012: $459,924Net Income 2012: -$266,2842012Revenue 2013: $166,486Expenses 2013: $367,563Net Income 2013: -$201,0772013Revenue 2014: $146,029Expenses 2014: $518,730Net Income 2014: -$372,7012014Revenue 2015: $40,210Expenses 2015: $450,245Net Income 2015: -$410,0352015Revenue 2016: $141,490Expenses 2016: $404,866Net Income 2016: -$263,3762016Revenue 2017: $140,735Expenses 2017: $286,295Net Income 2017: -$145,5602017Revenue 2018: $302,958Expenses 2018: $356,698Net Income 2018: -$53,7402018Revenue 2019: $1,094,295Expenses 2019: $581,939Net Income 2019: $512,3562019Revenue 2020: $674,019Expenses 2020: $607,697Net Income 2020: $66,3222020Revenue 2021: $1,345,064Expenses 2021: $637,022Net Income 2021: $708,0422021Revenue 2022: $2,150,878Expenses 2022: $699,516Net Income 2022: $1,451,3622022Revenue 2023: $924,563Expenses 2023: $786,645Net Income 2023: $137,9182023Revenue 2024: $497,925Expenses 2024: $862,796Net Income 2024: -$364,8712024

Highlighted filing

2021

Revenue$1,345,064
Expenses$637,022
Net Income$708,042
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN VERNONVice PresidentFT$140,018-$140,018
GREG GADARIANTrustee-$5,000-$5,000
PAUL T CLIFTONTrusteePT$0--
SUSAN LEA CLIFTONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Robert & Marie Hansen Foundation
EIN
86-6309859
Phone
5209078509
Address
12475 N RANCHO VISTOSO BLVD 101, ORO VALLEY, AZ 85755

Signing Officer

Name
Paul Clifton
Title
Trustee
Phone
5209078509
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
REGIER CARR & MONROE LLP CPA'S
Address
4801 E BROADWAY BLVD SUITE 501, TUCSON, AZ 85711
Preparer
Nicole L Sullivan CPA
Phone
5206248229
Raw XML AppendixShowing 400 of 642 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/AcquiredDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt326089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt440029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51591676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61382033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt237011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51283324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-372630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt237011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51283324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-372630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt243161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt326104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt440061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52875000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61009403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MFC ISHARES IBOXX HIGH YIELD CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MFB NORTHERN HI YIELD FXC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BERKSHIRE HATHAWAY INC CL B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MFC ISHARES IBOXX HIGH YIELD CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MFB NORTHERN HI YIELD FXC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5STONE CANYON PHASE VIII LOTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6STONE CANYON PHASE VII LOTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0947335
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0708042
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt024614
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09257297
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08524641
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09257297
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0472114
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0472114
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0472114
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0487579
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015465
IRS990PF/DistributableAmountGrp/TotalTaxAmt015465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt013547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01918
IRS990PF/FMVAssetsEOYAmt09917756
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt06519
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt06058
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt06519
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt06519
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02389
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06786
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02620682
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04397
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04397
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt01434052
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02301729
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02301729
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01647544
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03293738
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04068927
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02225
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0186999
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08524641
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09257297
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0516801
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02737913
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02737913
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08526866
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09444296
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09917756
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02225
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0186999
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08526866
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09444296
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08524641
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09257297
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09900084
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02521449
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02939430
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0148501
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04439205
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0487579
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09751583
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09900084
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2140018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt35000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL T CLIFTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN LEA CLIFTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAN VERNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GREG GADARIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012475 N RANCHO VISTOSO BLVD STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt112475 N RANCHO VISTOSO BLVD STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt212475 N RANCHO VISTOSO BLVD STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt312475 N RANCHO VISTOSO BLVD STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ORO VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ORO VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ORO VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ORO VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd385755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0484852
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0484852
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,444,296
Liabilities
$186,999
Net assets
$9,257,297
Revenue
$1,345,064
Expenses
$637,022
Net income
$708,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.31$10.5$0.50$0.86$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.22$10.8$0.92$0.79$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.20$10.7$2.15$0.70$1.45
2021Detailed filing. Detailed filing data is available for this year.$9.44$0.19$9.26$1.35$0.64$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.53$0.00$8.52$0.67$0.61$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.40$0.00$8.40$1.09$0.58$0.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.00$6.92$0.30$0.36$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.97$0.00$6.97$0.14$0.29$0.15
2016Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.14$0.40$0.26
2015Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.04$0.45$0.41
2014Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.15$0.52$0.37
2013Summary only. Only limited summary data is available for this year.$8.34$0.00$0.17$0.37$0.20
2012Summary only. Only limited summary data is available for this year.$8.54$0.00$0.19$0.46$0.27
2011Summary only. Only limited summary data is available for this year.$8.90$0.10$0.27$0.51$0.24