Civic Intelligence

Oak Tree Charitable Foundation

990PF • Fiscal year 2023 • EIN 95-4506950

Jun 01, 2022 to May 31, 2023 • Filed on Feb 28, 2024

Organization Profile

View Organization Page

201 Colorado PlaceArcadia, CA 91007

(626) 784-4804

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

4th percentile

-206%

Higher net margin than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

12th percentile

-7.6%

Faster asset growth than 12% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

10.0%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,476,438

Down $534,156 (-7.6%) from 2022

Net Assets

Down

$6,476,438

Down $534,156 (-7.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin4th percentile

Revenue

Up

$177,012

Up $16,083 (+10.0%) from 2022

Expenses

Up

$540,988

Up $61,661 (+13%) from 2022

Net Income

Down

-$363,976

Down $45,578 (-14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,096,869Liabilities 2012: $7,5102012Assets 2013: $4,731,173Liabilities 2013: $8,3602013Assets 2014: $5,121,830Liabilities 2014: $32,021Net Assets 2014: $5,089,8092014Assets 2015: $5,008,998Liabilities 2015: $1,254Net Assets 2015: $5,007,7442015Assets 2016: $4,985,354Liabilities 2016: $29,500Net Assets 2016: $4,955,8542016Assets 2017: $5,351,078Liabilities 2017: $22,000Net Assets 2017: $5,329,0782017Assets 2018: $5,622,893Liabilities 2018: $0Net Assets 2018: $5,622,8932018Assets 2019: $5,719,161Liabilities 2019: $2,771Net Assets 2019: $5,716,3902019Assets 2020: $5,890,712Liabilities 2020: $8,543Net Assets 2020: $5,882,1692020Assets 2021: $7,324,379Liabilities 2021: $8,082Net Assets 2021: $7,316,2972021Assets 2022: $7,010,594Liabilities 2022: $0Net Assets 2022: $7,010,5942022Assets 2023: $6,476,438Liabilities 2023: $0Net Assets 2023: $6,476,4382023Assets 2024: $7,453,894Liabilities 2024: $0Net Assets 2024: $7,453,8942024

Highlighted filing

2023

Assets$6,476,438
Liabilities$0
Net Assets$6,476,438
Open 2023 Filing

Operations Trend

Revenue Growth57th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $79,101Expenses 2012: $49,907Net Income 2012: $29,1942012Revenue 2013: $132,327Expenses 2013: $56,228Net Income 2013: $76,0992013Revenue 2014: $167,481Expenses 2014: $191,172Net Income 2014: -$23,6912014Revenue 2015: $234,745Expenses 2015: $534,114Net Income 2015: -$299,3692015Revenue 2016: $273,250Expenses 2016: $140,782Net Income 2016: $132,4682016Revenue 2017: $136,315Expenses 2017: $201,137Net Income 2017: -$64,8222017Revenue 2018: $272,517Expenses 2018: $263,730Net Income 2018: $8,7872018Revenue 2019: $329,930Expenses 2019: $327,506Net Income 2019: $2,4242019Revenue 2020: $326,045Expenses 2020: $432,411Net Income 2020: -$106,3662020Revenue 2021: $510,617Expenses 2021: $471,071Net Income 2021: $39,5462021Revenue 2022: $160,929Expenses 2022: $479,327Net Income 2022: -$318,3982022Revenue 2023: $177,012Expenses 2023: $540,988Net Income 2023: -$363,9762023Revenue 2024: $314,788Expenses 2024: $483,334Net Income 2024: -$168,5462024

Highlighted filing

2023

Revenue$177,012
Expenses$540,988
Net Income-$363,976
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Feb 28, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BARR-TERM END FEB 2023President-$0--
THOMAS R CAPEHARTVP/Secretary-$0--
RICK M ARTHURPresident/VP/Asst. Secretary-$0--
RICHARD MANDELLAVP-$0--
Filing and Contact Details

Filer

Filer Name
Oak Tree Charitable Foundation
EIN
95-4506950
Phone
6267844804
Address
201 COLORADO PLACE, ARCADIA, CA 91007

Signing Officer

Name
Rick M Arthur
Title
President
Phone
6267844804
Signed
2024-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 900, ORLANDO, FL 32801
Preparer
Tina Henton
Phone
4078021200
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt085703
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0522
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0522
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt041906
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt041906
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt016156
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt016156
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0564
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0484765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt049224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0540988
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0177012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0177012
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0110265
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049224
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0166488
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02174
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0203495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt049453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt049453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0252948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt049453
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-363976
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0170180
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06646618
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07010594
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06476438
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0322150
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0322150
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0322150
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0323926
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01776
IRS990PF/DistributableAmountGrp/TotalTaxAmt01776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt06476438
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt082443
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt084299
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt084299
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt050185
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt048530
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt048530
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06342423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05972307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05972307
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt07010594
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt06476438
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0350449
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0188770
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0188770
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07010594
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06476438
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06476438
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07010594
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06476438
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07010594
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06476438
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0185094
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0182532
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0182532
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06577173
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0260567
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06316606
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt098658
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0323926
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06478515
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06577173
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt085703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt08409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JAN HUNT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd091007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN BARR-TERM END FEB 2023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS R CAPEHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICK M ARTHUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD MANDELLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT/VP/ASST. SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0484765
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0484765
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,476,438
Liabilities
$0
Net assets
$6,476,438
Revenue
$177,012
Expenses
$540,988
Net income
-$363,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.31$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.18$0.54$0.36
2022Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.16$0.48$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.32$0.01$7.32$0.51$0.47$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.89$0.01$5.88$0.33$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.33$0.33$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.27$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.02$5.33$0.14$0.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.03$4.96$0.27$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.23$0.53$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.03$5.09$0.17$0.19$0.02
2013Summary only. Only limited summary data is available for this year.$4.73$0.01$0.13$0.06$0.08
2012Summary only. Only limited summary data is available for this year.$4.10$0.01$0.08$0.05$0.03