Civic Intelligence

William a Wheeler & Florence R Foundation

990PF • Fiscal year 2018 • EIN 88-0233486

Jun 01, 2017 to May 31, 2018 • Filed on Feb 08, 2019

Organization Profile
5060 California Ave No 800Bakersfield, CA 93309

(661) 836-2184

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,024,721

Flat from 2018

Net Assets

Flat

$5,024,721

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$647,481

Flat from 2018

Expenses

Flat

$443,135

Flat from 2018

Net Income

Flat

$204,346

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,832,445Liabilities 2011: $5652011Assets 2012: $4,781,523Liabilities 2012: $02012Assets 2013: $4,732,255Liabilities 2013: $02013Assets 2014: $4,576,860Liabilities 2014: $1002014Assets 2015: $5,413,921Liabilities 2015: $0Net Assets 2015: $5,413,9212015Assets 2016: $4,911,649Liabilities 2016: $1,004Net Assets 2016: $4,910,6452016Assets 2017: $4,820,375Liabilities 2017: $0Net Assets 2017: $4,820,3752017Assets 2018: $5,024,721Liabilities 2018: $0Net Assets 2018: $5,024,7212018Assets 2018: $5,024,721Liabilities 2018: $0Net Assets 2018: $5,024,7212018Assets 2019: $4,829,345Liabilities 2019: $233Net Assets 2019: $4,829,1122019Assets 2020: $4,676,056Liabilities 2020: $0Net Assets 2020: $4,676,0562020Assets 2021: $4,512,445Liabilities 2021: $0Net Assets 2021: $4,512,4452021Assets 2022: $5,043,288Liabilities 2022: $0Net Assets 2022: $5,043,2882022Assets 2023: $4,778,194Liabilities 2023: $40,844Net Assets 2023: $4,737,3502023Assets 2024: $4,932,358Liabilities 2024: $166,249Net Assets 2024: $4,766,1092024

Highlighted filing

2018

Assets$5,024,721
Liabilities$0
Net Assets$5,024,721
Open 2018 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $482,907Expenses 2011: $361,637Net Income 2011: $121,2702011Revenue 2012: $407,782Expenses 2012: $458,139Net Income 2012: -$50,3572012Revenue 2013: $374,862Expenses 2013: $424,130Net Income 2013: -$49,2682013Revenue 2014: $292,866Expenses 2014: $448,361Net Income 2014: -$155,4952014Revenue 2015: $1,261,046Expenses 2015: $423,885Net Income 2015: $837,1612015Revenue 2016: -$37,539Expenses 2016: $465,737Net Income 2016: -$503,2762016Revenue 2017: $330,623Expenses 2017: $420,893Net Income 2017: -$90,2702017Revenue 2018: $647,481Expenses 2018: $443,135Net Income 2018: $204,3462018Revenue 2018: $647,481Expenses 2018: $443,135Net Income 2018: $204,3462018Revenue 2019: $257,389Expenses 2019: $452,998Net Income 2019: -$195,6092019Revenue 2020: $304,589Expenses 2020: $457,645Net Income 2020: -$153,0562020Revenue 2021: $222,451Expenses 2021: $386,062Net Income 2021: -$163,6112021Revenue 2022: $929,279Expenses 2022: $398,436Net Income 2022: $530,8432022Revenue 2023: $103,903Expenses 2023: $409,841Net Income 2023: -$305,9382023Revenue 2024: $527,284Expenses 2024: $497,803Net Income 2024: $29,4812024

Highlighted filing

2018

Revenue$647,481
Expenses$443,135
Net Income$204,346
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 8, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY L WHEELERTrusteePT$49,000-$49,000
Filing and Contact Details

Filer

Filer Name
William & Florence Wheeler Foundation
EIN
88-0233486
Phone
6618362184
Address
5060 CALIFORNIA AVE NO 800, BAKERSFIELD, CA 93309

Signing Officer

Name
Nancy Wheeler
Title
Trustee
Phone
6618362184
Signed
2019-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
5060 CALIFORNIA AVE SUITE 800, BAKERSFIELD, CA 93309
Preparer
Matthew N Davis
Phone
6613257500
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11137246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc040 SH AMAZON.COM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11025 SH WALT DISNEY CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GOVERNMENT NATL MTG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350 SH ALPHABET INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4150 SH ALPHABET INC CLASS C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc58 SH AMAZON.COM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc68000 SH COMCAST CORP CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72500 SH DENTSPLY SIRONA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82000 SH FACEBOOK INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92000 SH SPLUNK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1017.6471 SH TRISURA GROUP LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc114000 SH WEYERHAEUSER CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0510392
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0204346
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05024721
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04820375
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05024721
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0300245
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0300245
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0300245
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0305894
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05649
IRS990PF/DistributableAmountGrp/TotalTaxAmt05649
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01951
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05649
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01951
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05649
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05649
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07600
IRS990PF/FMVAssetsEOYAmt06141310
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt049263
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01154
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01154
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03008113
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02685366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03774905
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03699
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03699
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0190
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01208244
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01864657
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01891654
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04320375
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04524721
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0553945
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0473027
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0473027
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04820375
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05024721
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06141310
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04820375
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05024721
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04820375
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05024721
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0620
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0517
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0570
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06211036
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0584631
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05626405
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt093166
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0305894
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06117870
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06211036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt049000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY L WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05060 CALIFORNIA AVE SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BAKERSFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0318894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0324543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0315600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0313999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0313940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0306522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0278376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06117870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05674478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05723227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06237205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05972780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05740708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0334755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.260626
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0329106
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0334755
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05649
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0334755
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/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,024,721
Liabilities
$0
Net assets
$5,024,721
Revenue
$647,481
Expenses
$443,135
Net income
$204,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.93$0.17$4.77$0.53$0.50$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.78$0.04$4.74$0.10$0.41$0.31
2022Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.93$0.40$0.53
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.22$0.39$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.30$0.46$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.26$0.45$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.65$0.44$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.65$0.44$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.33$0.42$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.04$0.47$0.50
2015Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$1.26$0.42$0.84
2014Summary only. Only limited summary data is available for this year.$4.58$0.00$0.29$0.45$0.16
2013Summary only. Only limited summary data is available for this year.$4.73$0.00$0.37$0.42$0.05
2012Summary only. Only limited summary data is available for this year.$4.78$0.00$0.41$0.46$0.05
2011Summary only. Only limited summary data is available for this year.$4.83$0.00$0.48$0.36$0.12