Civic Intelligence

The Carpenter Foundation

990PF • Fiscal year 2015 • EIN 93-0491360

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 04, 2016

Organization Profile
824 East Main St No 102Medford, OR 97504

(541) 772-5851

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

46th percentile

0.15x

Higher debt load relative to revenue than 46% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

23rd percentile

$40,232

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

64th percentile

4.2%

Faster asset growth than 64% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

40%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$16,785,222

Up $672,935 (+4.2%) from 2014

Net Assets

Up

$16,534,427

Up $649,620 (+4.1%) from 2014

Liabilities

Up

$250,795

Up $23,315 (+10%) from 2014

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin86th percentile

Revenue

Up

$1,638,784

Up $469,497 (+40%) from 2014

Expenses

Down

$989,164

Down $15,373 (-1.5%) from 2014

Net Income

Up

$649,620

Up $484,870 (+294%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $16,374,530Liabilities 2011: $119,0102011Assets 2012: $15,647,860Liabilities 2012: $124,1912012Assets 2013: $15,918,057Liabilities 2013: $198,0002013Assets 2014: $16,112,287Liabilities 2014: $227,480Net Assets 2014: $15,884,8072014Assets 2015: $16,785,222Liabilities 2015: $250,795Net Assets 2015: $16,534,4272015Assets 2016: $17,623,844Liabilities 2016: $167,220Net Assets 2016: $17,456,6242016Assets 2017: $17,344,321Liabilities 2017: $137,582Net Assets 2017: $17,206,7392017Assets 2018: $17,023,269Liabilities 2018: $243,514Net Assets 2018: $16,779,7552018Assets 2019: $16,980,123Liabilities 2019: $221,237Net Assets 2019: $16,758,8862019Assets 2020: $16,593,428Liabilities 2020: $260,658Net Assets 2020: $16,332,7702020Assets 2021: $18,113,088Liabilities 2021: $331,463Net Assets 2021: $17,781,6252021Assets 2022: $18,791,579Liabilities 2022: $235,019Net Assets 2022: $18,556,5602022Assets 2023: $18,955,238Liabilities 2023: $219,819Net Assets 2023: $18,735,4192023Assets 2024: $18,649,940Liabilities 2024: $296,953Net Assets 2024: $18,352,9872024Assets 2025: $18,558,346Liabilities 2025: $379,555Net Assets 2025: $18,178,7912025

Highlighted filing

2015

Assets$16,785,222
Liabilities$250,795
Net Assets$16,534,427
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $259,058Expenses 2011: $864,106Net Income 2011: -$605,0482011Revenue 2012: $212,424Expenses 2012: $944,275Net Income 2012: -$731,8512012Revenue 2013: $1,173,782Expenses 2013: $977,394Net Income 2013: $196,3882013Revenue 2014: $1,169,287Expenses 2014: $1,004,537Net Income 2014: $164,7502014Revenue 2015: $1,638,784Expenses 2015: $989,164Net Income 2015: $649,6202015Revenue 2016: $1,931,668Expenses 2016: $1,057,546Net Income 2016: $874,1222016Revenue 2017: $772,015Expenses 2017: $1,050,369Net Income 2017: -$278,3542017Revenue 2018: $614,676Expenses 2018: $1,041,660Net Income 2018: -$426,9842018Revenue 2019: $1,003,957Expenses 2019: $1,024,826Net Income 2019: -$20,8692019Revenue 2020: $592,935Expenses 2020: $1,020,095Net Income 2020: -$427,1602020Revenue 2021: $2,523,290Expenses 2021: $1,081,494Net Income 2021: $1,441,7962021Revenue 2022: $1,677,416Expenses 2022: $902,481Net Income 2022: $774,9352022Revenue 2023: $1,367,354Expenses 2023: $1,188,495Net Income 2023: $178,8592023Revenue 2024: $920,491Expenses 2024: $1,302,923Net Income 2024: -$382,4322024Revenue 2025: $1,149,641Expenses 2025: $1,323,837Net Income 2025: -$174,1962025

Highlighted filing

2015

Revenue$1,638,784
Expenses$989,164
Net Income$649,620
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 4, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY MOSTUETrustee/PresidentPT$39,060$1,172$40,232
KAREN C ALLANTrustee/VP & Sec-$12,012-$12,012
WILLIAM MOFFATTrustee/Treasurer/InvestmePT$0--
SUE NAUMESFamily Trustee-$0--
DAN THORNDIKEFamily Trustee-$0--
HYLA LIPSONPublic Trustee-$0--
SARA HOPKINS POWELLPublic Trustee-$0--
MINDY FERRISPublic Trustee-$0--
MARK SCHIVELEYPublic Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Carpenter Foundation
EIN
93-0491360
Phone
5417725851
Address
824 EAST MAIN ST NO 102, MEDFORD, OR 97504

Signing Officer

Name
Emily Mostue
Title
President
Phone
5417725851
Signed
2016-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
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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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0EUGENE DEBBS POTTS FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0FINAL FINANCIAL AND NARRATIVE REPORTS WERE RECEIVED IN FEBRUARY 2015.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt01000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02014-10-02
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TOWARD THE PURCHASE OF ALL-WEATHER SIGNS FOR OUTDOOR DISPLAYS AT THE POTTSVILLE HISTORICAL MUSEUM.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE CARPENTER FOUNDATION REVIEWED THE GRANT REPORT, BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORT AS THERE HAS NOT BEEN ANY REASON TO DOUBT ITS ACCURACY AND RELIABILITY (REG. 53-4945-5(C)).
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9NORTHGATE V
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01101
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01100510
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01100510
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0649620
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02814234
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0529846
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01541492
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt014790
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt014790
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt071549
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt017381
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt088930
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07729
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-1886
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08409
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019523
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019523
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt014441
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt05378
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt022398
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019180
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0670359
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt086997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0989164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01628489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01638784
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0141491
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt086997
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0248896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02284388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0529846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0529846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02814234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALES OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0529846
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0649620
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016534427
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015884807
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016534427
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0924383
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0924383
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0924383
IRS990PF/DistributableAmountGrp/IncomeTaxAmt01233
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0956446
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt030830
IRS990PF/DistributableAmountGrp/TotalTaxAmt032063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt017000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt021360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt030830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt030830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt030830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038360
IRS990PF/FMVAssetsEOYAmt019156454
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015314
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0103183
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0103183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012602308
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013099453
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013868854
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0179100
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0211400
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt016402
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt019437
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04136
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03035
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03035
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0933
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0933
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0933
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03470995
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03559998
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05161829
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt048380
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt039395
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018601
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt018620
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt018620
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016112287
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016785222
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019156454
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0227480
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0250795
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016112287
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016785222
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015884807
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016534427
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt015884807
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt016534427
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019420215
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0118873
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019298307
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0291303
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03035
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0956446
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019128912
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019420215
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt065412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt09464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0PAULA WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd097504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt039060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt01172
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EMILY MOSTUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN C ALLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM MOFFAT

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,785,222
Liabilities
$250,795
Net assets
$16,534,427
Revenue
$1,638,784
Expenses
$989,164
Net income
$649,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.6$0.38$18.2$1.15$1.32$0.17
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.30$18.4$0.92$1.30$0.38
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.22$18.7$1.37$1.19$0.18
2022Detailed filing. Detailed filing data is available for this year.$18.8$0.24$18.6$1.68$0.90$0.77
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.33$17.8$2.52$1.08$1.44
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.26$16.3$0.59$1.02$0.43
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.22$16.8$1.00$1.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.24$16.8$0.61$1.04$0.43
2017Detailed filing. Detailed filing data is available for this year.$17.3$0.14$17.2$0.77$1.05$0.28
2016Detailed filing. Detailed filing data is available for this year.$17.6$0.17$17.5$1.93$1.06$0.87
2015Detailed filing. Detailed filing data is available for this year.$16.8$0.25$16.5$1.64$0.99$0.65
2014Detailed filing. Detailed filing data is available for this year.$16.1$0.23$15.9$1.17$1.00$0.16
2013Summary only. Only limited summary data is available for this year.$15.9$0.20$1.17$0.98$0.20
2012Summary only. Only limited summary data is available for this year.$15.6$0.12$0.21$0.94$0.73
2011Summary only. Only limited summary data is available for this year.$16.4$0.12$0.26$0.86$0.61