Civic Intelligence

Fales Foundation Trust

990PF • Fiscal year 2022 • EIN 91-6087669

Feb 01, 2021 to Jan 31, 2022 • Filed on May 19, 2022

Organization Profile
PO Box 52007Phoenix, AZ 85072

(702) 239-9575

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

63rd percentile

15%

Higher net margin than 63% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

65th percentile

$68,234

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

54th percentile

0.9%

Faster asset growth than 54% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

66%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,813,479

Up $44,719 (+0.9%) from 2021

Net Assets

Up

$4,813,479

Up $44,719 (+0.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin63rd percentile

Revenue

Up

$382,628

Up $152,239 (+66%) from 2021

Expenses

Down

$326,026

Down $37,156 (-10%) from 2021

Net Income

Up

$56,602

Up $189,395 (+143%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,703,545Liabilities 2012: $02012Assets 2013: $3,671,880Liabilities 2013: $02013Assets 2014: $3,659,045Liabilities 2014: $02014Assets 2015: $3,669,203Liabilities 2015: $02015Assets 2016: $3,638,038Liabilities 2016: $02016Assets 2020: $4,900,888Liabilities 2020: $02020Assets 2021: $4,768,760Liabilities 2021: $0Net Assets 2021: $4,768,7602021Assets 2022: $4,813,479Liabilities 2022: $0Net Assets 2022: $4,813,4792022Assets 2023: $4,784,867Liabilities 2023: $0Net Assets 2023: $4,784,8672023Assets 2024: $4,927,306Liabilities 2024: $0Net Assets 2024: $4,927,3062024Assets 2025: $4,827,060Liabilities 2025: $0Net Assets 2025: $4,827,0602025

Highlighted filing

2022

Assets$4,813,479
Liabilities$0
Net Assets$4,813,479
Open 2022 Filing

Operations Trend

Revenue Growth86th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $301,612Expenses 2012: $253,053Net Income 2012: $48,5592012Revenue 2013: $234,157Expenses 2013: $265,823Net Income 2013: -$31,6662013Revenue 2014: $232,720Expenses 2014: $245,560Net Income 2014: -$12,8402014Revenue 2015: $311,726Expenses 2015: $300,570Net Income 2015: $11,1562015Revenue 2016: $240,652Expenses 2016: $265,685Net Income 2016: -$25,0332016Revenue 2020: $338,723Expenses 2020: $323,209Net Income 2020: $15,5142020Revenue 2021: $230,389Expenses 2021: $363,182Net Income 2021: -$132,7932021Revenue 2022: $382,628Expenses 2022: $326,026Net Income 2022: $56,6022022Revenue 2023: $368,278Expenses 2023: $392,442Net Income 2023: -$24,1642023Revenue 2024: $213,068Expenses 2024: $70,480Net Income 2024: $142,5882024Revenue 2025: $413,029Expenses 2025: $511,769Net Income 2025: -$98,7402025

Highlighted filing

2022

Revenue$382,628
Expenses$326,026
Net Income$56,602
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Jan 31, 2022
Signed
May 19, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ATrusteePT$68,234-$68,234
Filing and Contact Details

Filer

Filer Name
Fales Foundation Trust
EIN
91-6087669
Phone
7022399575
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
7022399575
Signed
2022-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWAY STE 800, TEMPE, AZ 85281-9125
Preparer
Bradley N Sprong
Phone
8008102207
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt374349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4277613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5157515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6156287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt782897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt869216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9151938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10113059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11172000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PIMCO HIGH YIELD INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PIMCO TOTAL RETURN INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VNGRD ST TERM INVMT GRADE ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES U.S. PREF STK ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EATON VANCE EMER MKTS LOC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5EATON VANCE GLBL MACRO ABS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6EATON VANCE FLTG RT & HI INCM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PIMCO INCOME FUND INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8EATON VANCE GLBL MACR ABSOL RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES BROAD USD INV GRDE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PRUDENTIAL TOTAL RTRN BD CL Q
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11WESTERN ASSET MAC OPP IS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BLACKROCK STRAT INC OPS CL K
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DODGE & COX STOCK FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD ULT-S/T ADMIRAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES CORE US AGGREGATE BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16CS FLOATING RATE HIGH INCM I #
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt086331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1116149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2317491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt371535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4270497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5162400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6151140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt784765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt868790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9143576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10109005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11172158
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0152539
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0230089
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0382628
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0382628
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0230089
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt017059
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt051176
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt068234
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0247000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0247000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0147930
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0152539
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt056602
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0884878
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04568
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01523
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06090
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0230089
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0323321
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01997
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0269652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt054698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0326026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0378019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0382628
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022652
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt054698
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079026
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202011-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222009-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242012-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272008-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282011-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302008-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312008-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322009-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352015-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362010-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402009-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432011-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442011-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472011-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01288

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,813,479
Liabilities
$0
Net assets
$4,813,479
Revenue
$382,628
Expenses
$326,026
Net income
$56,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.41$0.51$0.10
2024Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.21$0.07$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.37$0.39$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.38$0.33$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.23$0.36$0.13
2020Summary only. Only limited summary data is available for this year.$4.90$0.00$0.34$0.32$0.02
2016Summary only. Only limited summary data is available for this year.$3.64$0.00$0.24$0.27$0.03
2015Summary only. Only limited summary data is available for this year.$3.67$0.00$0.31$0.30$0.01
2014Summary only. Only limited summary data is available for this year.$3.66$0.00$0.23$0.25$0.01
2013Summary only. Only limited summary data is available for this year.$3.67$0.00$0.23$0.27$0.03
2012Summary only. Only limited summary data is available for this year.$3.70$0.00$0.30$0.25$0.05