Civic Intelligence

Baumann Foundation

990PF • Fiscal year 2023 • EIN 88-0439595

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 15, 2023

Organization Profile
10616 E Michigan AveSun Lakes, AZ 85248-8806

(602) 470-8421

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

48%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$925,609

Up $125,771 (+16%) from 2022

Net Assets

Up

$925,609

Up $125,771 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin93rd percentile

Revenue

Up

$188,190

Up $61,455 (+48%) from 2022

Expenses

Down

$62,419

Down $13,752 (-18%) from 2022

Net Income

Up

$125,771

Up $75,207 (+149%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,012,142Liabilities 2010: $0Net Assets 2010: $1,012,1422010Assets 2011: $981,867Liabilities 2011: $0Net Assets 2011: $981,8672011Assets 2012: $963,963Liabilities 2012: $0Net Assets 2012: $963,9632012Assets 2013: $891,732Liabilities 2013: $0Net Assets 2013: $891,7322013Assets 2014: $854,350Liabilities 2014: $0Net Assets 2014: $854,3502014Assets 2015: $834,699Liabilities 2015: $0Net Assets 2015: $834,6992015Assets 2016: $867,498Liabilities 2016: $45,112Net Assets 2016: $822,3862016Assets 2017: $839,087Liabilities 2017: $0Net Assets 2017: $839,0872017Assets 2018: $790,940Liabilities 2018: $0Net Assets 2018: $790,9402018Assets 2019: $760,013Liabilities 2019: $0Net Assets 2019: $760,0132019Assets 2020: $745,662Liabilities 2020: $0Net Assets 2020: $745,6622020Assets 2021: $749,274Liabilities 2021: $0Net Assets 2021: $749,2742021Assets 2022: $799,838Liabilities 2022: $0Net Assets 2022: $799,8382022Assets 2023: $925,609Liabilities 2023: $0Net Assets 2023: $925,6092023Assets 2024: $948,062Liabilities 2024: $83,800Net Assets 2024: $864,2622024Assets 2025: $886,219Liabilities 2025: $0Net Assets 2025: $886,2192025

Highlighted filing

2023

Assets$925,609
Liabilities$0
Net Assets$925,609
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$100K$0-$100KExpenses 2010: $54,0672010Expenses 2011: $75,6212011Expenses 2012: $65,5852012Expenses 2013: $66,3452013Revenue 2014: $13,764Expenses 2014: $51,146Net Income 2014: -$37,3822014Revenue 2015: $47,243Expenses 2015: $66,894Net Income 2015: -$19,6512015Revenue 2016: $49,343Expenses 2016: $61,656Net Income 2016: -$12,3132016Revenue 2017: $81,743Expenses 2017: $65,042Net Income 2017: $16,7012017Revenue 2018: $15,092Expenses 2018: $63,239Net Income 2018: -$48,1472018Revenue 2019: $33,060Expenses 2019: $63,987Net Income 2019: -$30,9272019Revenue 2020: $48,052Expenses 2020: $62,403Net Income 2020: -$14,3512020Revenue 2021: $76,577Expenses 2021: $72,965Net Income 2021: $3,6122021Revenue 2022: $126,735Expenses 2022: $76,171Net Income 2022: $50,5642022Revenue 2023: $188,190Expenses 2023: $62,419Net Income 2023: $125,7712023Revenue 2024: $51,632Expenses 2024: $112,979Net Income 2024: -$61,3472024Revenue 2025: $85,351Expenses 2025: $63,394Net Income 2025: $21,9572025

Highlighted filing

2023

Revenue$188,190
Expenses$62,419
Net Income$125,771
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEF BAUMANNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Baumann Foundation
EIN
88-0439595
Phone
6024708421
Address
10616 E MICHIGAN AVE, SUN LAKES, AZ 85248-8806

Signing Officer

Name
Josef Baumann
Title
Director
Phone
6024708421
Signed
2023-08-15
Discuss with paid preparer
Yes

Preparer

Firm
O'MALLEY & BERBERICH CPAS PC
Address
8535 E HARTFORD DR STE 108, SCOTTSDALE, AZ 85255
Preparer
Jennifer K Berberichcpa
Phone
4807781751
Raw XML AppendixShowing 400 of 545 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GQG PARTNERS US QUALITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19BLUEROCK TOTAL INC + REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20CLIFFWATER ENHANCED LENDING FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21CLIFFWATER CORPORATE LENDING FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22GOLDMAN SACH GQG PARTNERS INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23NEUBERGER LARGE CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24GOLDMAN SACHS DYNAM MUNI INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25PIMCO INCOME FUND INSTITUTIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PIMCO HIGH YIELS MUNI BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27PIMCO MORTGAGE OPPOR AND BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28PIMCO PREFERRED AND CAPITAL SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29SEGALL BRYANT HAMILL PLUS BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30AMERICAN CENTY ETF TR AVANTIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31ISHARES S&P 500 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33ISHARES TR S&P SMALL CAP 600 GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34ISHARES TR MSCI USA QLT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35ISHARES TR CYBERSECURITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36BUNGE LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37FEDEX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38LULULEMON ATHLETICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39MERK & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41MICRON TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42NVIDIA CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43RAYTHEON TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44SALESFORCE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45VISA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0127705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt145517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt237922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt381204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt486192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5126348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt647494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt726769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt848082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt95218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1026976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1110820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1285837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1372697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1425520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1532755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1651385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1730256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt188869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1913387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt209462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2110616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2214643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt239214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2435534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt259796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2610986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt279737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt035455
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0152735
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0188190
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0188190
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03482
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033063
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt035455
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0125771
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0709207
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0152735
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07593
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07593
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0466
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07593
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt062419
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0188190
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0360
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07593
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03482
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0125771
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0925609
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0799838
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0925609
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt050904
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt050904
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt050904
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt051306
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0402
IRS990PF/DistributableAmountGrp/TotalTaxAmt0402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0479
IRS990PF/FMVAssetsEOYAmt01102471
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01841
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01841
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0799838
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0925609
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0479
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0769368
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0923600
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01100941
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt029970
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01530
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01530
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0799838
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0925609
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01102471
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0799838
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0925609
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0799838
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0925609
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01041749
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011839
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01029910
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015626
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt051306
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01026123
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01041749
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEF BAUMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010616 E MICHIGAN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SUN LAKES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$925,609
Liabilities
$0
Net assets
$925,609
Revenue
$188,190
Expenses
$62,419
Net income
$125,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.06$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.08$0.86$0.05$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.19$0.06$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.13$0.08$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.08$0.07$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.05$0.06$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.03$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.02$0.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.08$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.05$0.82$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.01$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.08
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05
Peer Organizations

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