Civic Intelligence

Samuel C and Myra G Powell Foundation

990PF • Fiscal year 2024 • EIN 87-6163275

Jan 01, 2024 to Dec 31, 2024 • Filed on May 01, 2025

Organization Profile
2683 N 950 EOgden, UT 84414

(801) 710-2427

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$31,300

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.5%

Faster asset growth than 44% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

42%

Faster revenue growth than 76% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,997,543

Up $60,627 (+1.5%) from 2023

Net Assets

Up

$3,997,543

Up $60,627 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin60th percentile

Revenue

Up

$312,238

Up $92,452 (+42%) from 2023

Expenses

Down

$277,270

Down $797 (-0.3%) from 2023

Net Income

Up

$34,968

Up $93,249 (+160%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,722,350Liabilities 2011: $02011Assets 2012: $3,639,305Liabilities 2012: $02012Assets 2013: $3,551,766Liabilities 2013: $02013Assets 2014: $3,380,788Liabilities 2014: $02014Assets 2015: $3,235,613Liabilities 2015: $02015Assets 2019: $4,466,218Liabilities 2019: $02019Assets 2020: $4,329,019Liabilities 2020: $0Net Assets 2020: $4,329,0192020Assets 2021: $4,278,520Liabilities 2021: $0Net Assets 2021: $4,278,5202021Assets 2022: $3,900,110Liabilities 2022: $0Net Assets 2022: $3,900,1102022Assets 2023: $3,936,916Liabilities 2023: $0Net Assets 2023: $3,936,9162023Assets 2024: $3,997,543Liabilities 2024: $0Net Assets 2024: $3,997,5432024

Highlighted filing

2024

Assets$3,997,543
Liabilities$0
Net Assets$3,997,543
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $124,138Expenses 2011: $230,174Net Income 2011: -$106,0362011Revenue 2012: $119,497Expenses 2012: $199,222Net Income 2012: -$79,7252012Revenue 2013: $166,152Expenses 2013: $253,858Net Income 2013: -$87,7062013Revenue 2014: $164,356Expenses 2014: $335,412Net Income 2014: -$171,0562014Revenue 2015: $155,717Expenses 2015: $300,892Net Income 2015: -$145,1752015Revenue 2019: $412,617Expenses 2019: $351,154Net Income 2019: $61,4632019Revenue 2020: $168,188Expenses 2020: $305,387Net Income 2020: -$137,1992020Revenue 2021: $247,914Expenses 2021: $298,413Net Income 2021: -$50,4992021Revenue 2022: -$63,753Expenses 2022: $260,459Net Income 2022: -$324,2122022Revenue 2023: $219,786Expenses 2023: $278,067Net Income 2023: -$58,2812023Revenue 2024: $312,238Expenses 2024: $277,270Net Income 2024: $34,9682024

Highlighted filing

2024

Revenue$312,238
Expenses$277,270
Net Income$34,968
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES BARKERChair-$31,300-$31,300
MARY L BARKERVice Chair-$31,300-$31,300
NATHAN D FELIXMember-$21,500-$21,500
ANN E BARKERMember-$15,500-$15,500
CHIHYON DEANMember-$15,500-$15,500
Filing and Contact Details

Filer

Filer Name
Samuel C & Myra G Powell Foundation
EIN
87-6163275
Phone
8017102427
Address
2683 N 950 E, OGDEN, UT 84414

Signing Officer

Name
Mary Barker
Title
Vice Chair
Phone
8017102427
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Chett Campbell CPA
Phone
8015322200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt329687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01302541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1825246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2438227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt329687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RAYMOND JAMES SHORT TERM CAP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RAYMOND JAMES LONG TERM CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RAYMOND JAMES LONG TERM CAPITAL GAINS NONCOVERED LOTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0234921
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt034968
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt025659
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03997543
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03936916
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03997543
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0273032
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0273032
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0273032
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0276564
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03532
IRS990PF/DistributableAmountGrp/TotalTaxAmt03532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01212
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02320
IRS990PF/FMVAssetsEOYAmt05904655
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01556
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02042
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01556
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01556
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03900110
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03900110
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt056023
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt045649
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt045649
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0862580
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0786214
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0793558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02924567
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03164124
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05063892
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt091704
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt036806
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt097433
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03936916
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03997543
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05904655
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03936916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03997543
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03936916
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03997543
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05615504
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt060523
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05554981
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt084233
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0276564
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05531271
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05615504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt031300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt131300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt215500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt321500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt415500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES BARKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY L BARKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANN E BARKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NATHAN D FELIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHIHYON DEAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0210 N ROSE ANN CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12683 N 950 E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21018 E 2700 N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32385 CLAREMONT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4210 NORTH ROSE ANN CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PLEASANT VIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORTH OGDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NORTH OGDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BOUNTIFUL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PLEASANT VIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084414
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184414
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284414
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd384010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd484414
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0216965
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0216965
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RAYMOND JAMES ASSOCIATES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02750 E COTTONWOOD PKWY STE 520

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,997,543
Liabilities
$0
Net assets
$3,997,543
Revenue
$312,238
Expenses
$277,270
Net income
$34,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.31$0.28$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.22$0.28$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.06$0.26$0.32
2021Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.25$0.30$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.17$0.31$0.14
2019Summary only. Only limited summary data is available for this year.$4.47$0.00$0.41$0.35$0.06
2015Summary only. Only limited summary data is available for this year.$3.24$0.00$0.16$0.30$0.15
2014Summary only. Only limited summary data is available for this year.$3.38$0.00$0.16$0.34$0.17
2013Summary only. Only limited summary data is available for this year.$3.55$0.00$0.17$0.25$0.09
2012Summary only. Only limited summary data is available for this year.$3.64$0.00$0.12$0.20$0.08
2011Summary only. Only limited summary data is available for this year.$3.72$0.00$0.12$0.23$0.11