Civic Intelligence

Robert W & Barbara J Keener Foundation

990PF • Fiscal year 2024 • EIN 87-6232895

Jun 01, 2023 to May 31, 2024 • Filed on Aug 31, 2024

Organization Profile
P O Box 9360Salt Lake City, UT 84109

(801) 598-6193

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

90th percentile

59%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

51st percentile

$14,400

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

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

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

84th percentile

75%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$4,831,065

Up $530,106 (+12%) from 2023

Net Assets

Up

$4,831,065

Up $530,106 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin90th percentile

Revenue

Up

$934,119

Up $401,753 (+75%) from 2023

Expenses

Down

$382,179

Down $9,186 (-2.3%) from 2023

Net Income

Up

$551,940

Up $410,939 (+291%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,587,733Liabilities 2012: $02012Assets 2013: $3,568,328Liabilities 2013: $02013Assets 2014: $3,733,080Liabilities 2014: $02014Assets 2015: $3,684,989Liabilities 2015: $02015Assets 2016: $3,656,775Liabilities 2016: $02016Assets 2020: $4,076,807Liabilities 2020: $02020Assets 2021: $3,927,849Liabilities 2021: $0Net Assets 2021: $3,927,8492021Assets 2022: $4,160,276Liabilities 2022: $0Net Assets 2022: $4,160,2762022Assets 2023: $4,300,959Liabilities 2023: $0Net Assets 2023: $4,300,9592023Assets 2024: $4,831,065Liabilities 2024: $0Net Assets 2024: $4,831,0652024Assets 2025: $4,712,409Liabilities 2025: $0Net Assets 2025: $4,712,4092025

Highlighted filing

2024

Assets$4,831,065
Liabilities$0
Net Assets$4,831,065
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $848,805Expenses 2012: $177,344Net Income 2012: $671,4612012Revenue 2013: $235,618Expenses 2013: $200,412Net Income 2013: $35,2062013Revenue 2014: $241,949Expenses 2014: $204,738Net Income 2014: $37,2112014Revenue 2015: $240,824Expenses 2015: $226,357Net Income 2015: $14,4672015Revenue 2016: $282,905Expenses 2016: $283,780Net Income 2016: -$8752016Revenue 2020: $117,882Expenses 2020: $285,224Net Income 2020: -$167,3422020Revenue 2021: $190,010Expenses 2021: $318,568Net Income 2021: -$128,5582021Revenue 2022: $607,191Expenses 2022: $367,112Net Income 2022: $240,0792022Revenue 2023: $532,366Expenses 2023: $391,365Net Income 2023: $141,0012023Revenue 2024: $934,119Expenses 2024: $382,179Net Income 2024: $551,9402024Revenue 2025: $302,625Expenses 2025: $405,629Net Income 2025: -$103,0042025

Highlighted filing

2024

Revenue$934,119
Expenses$382,179
Net Income$551,940
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Aug 31, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL D GARNERTrustee-$14,400-$14,400
MARY D DRAPERTrustee-$10,200-$10,200
ROBERT W KEENERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SEE ATTACHEDSEE ATTACHEDSEE ATTACHED, UT, US$318,800
Filing and Contact Details

Filer

Filer Name
Robert W & Barbara J
EIN
87-6232895
Phone
8015986193
Address
P O BOX 9360, SALT LAKE CITY, UT 84109

Signing Officer

Name
Robert W Keener
Title
Trustee
Phone
8017122837
Signed
2024-08-31

Preparer

Firm
Terry Price & Wunderli LLC
Address
7370 S CREEK RD 102, SANDY, UT 84093-6162
Preparer
Quinn S Mortensen
Phone
8012728990
Raw XML Appendix279 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03848123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07075660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS & MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0155703
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0155703
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0678416
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0318800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0318800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0155703
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0155703
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0155703
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0551940
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01218523
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0834119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0934119
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032590
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063379
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0678416
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0678416
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0551940
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt021834
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04852899
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04831065
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0354188
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0354188
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011141
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01157
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011141
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt09996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01157
IRS990PF/FMVAssetsEOYAmt08058602
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0705556
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0245411
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0245411
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02892722
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03848123
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07075660
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04300959
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0702681
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07417856
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0713370
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06704486
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0111268
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0365329
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07306588
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt114400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT W KEENER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIEL D GARNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY D DRAPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 9360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 9360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23838 RUTH DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SALT LAKE CITY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02814 LANCASTER DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd084108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY 31
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT W KEENER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0318800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT ATTACHED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE ATTACHED
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032811
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0285989
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0354188
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0318800
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0321377
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0285989
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT W KEENER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 9360
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SALT LAKE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084109
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01157
OtherDecreasesSchedule/OtherDecreasesDetail/Amt120677
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1OTHER ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0177
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13439
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3525
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0354
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16878
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31050
TaxesSchedule/TaxesDetail/Amt0838
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0419
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W KEENER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08017122837
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT W & BARBARA J
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KEENER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0876232895
ReturnHeader/Filer/PhoneNum08015986193
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 9360
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202097679
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRY PRICE & WUNDERLI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07370 S CREEK RD 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANDY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840936162
ReturnHeader/PreparerPersonGrp/PhoneNum08012728990
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0QUINN S MORTENSEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-15T11:21:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,831,065
Liabilities
$0
Net assets
$4,831,065
Revenue
$934,119
Expenses
$382,179
Net income
$551,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.30$0.41$0.10
2024Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.93$0.38$0.55
2023Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.53$0.39$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.61$0.37$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.19$0.32$0.13
2020Summary only. Only limited summary data is available for this year.$4.08$0.00$0.12$0.29$0.17
2016Summary only. Only limited summary data is available for this year.$3.66$0.00$0.28$0.28$0.00
2015Summary only. Only limited summary data is available for this year.$3.68$0.00$0.24$0.23$0.01
2014Summary only. Only limited summary data is available for this year.$3.73$0.00$0.24$0.20$0.04
2013Summary only. Only limited summary data is available for this year.$3.57$0.00$0.24$0.20$0.04
2012Summary only. Only limited summary data is available for this year.$3.59$0.00$0.85$0.18$0.67