Civic Intelligence

The Katherine Estes Rogers Foundation Inc

990PF • Fiscal year 2021 • EIN 95-4669012

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 07, 2022

Organization Profile
3100 Country RoadSanta Ynez, CA 93460

(805) 691-9440

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

89th percentile

62%

Higher net margin than 89% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

67th percentile

17%

Faster asset growth than 67% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$588,822

Up $83,412 (+17%) from 2020

Net Assets

Up

$588,822

Up $83,412 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin89th percentile

Revenue

Down

$135,194

Down $31,684 (-19%) from 2020

Expenses

Up

$51,782

Up $30,462 (+143%) from 2020

Net Income

Down

$83,412

Down $62,146 (-43%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$800K$600K$400K$200K$0Assets 2011: $351,584Liabilities 2011: $02011Assets 2012: $362,830Liabilities 2012: $02012Assets 2013: $362,832Liabilities 2013: $0Net Assets 2013: $362,8322013Assets 2014: $377,370Liabilities 2014: $0Net Assets 2014: $377,3702014Assets 2015: $384,182Liabilities 2015: $1Net Assets 2015: $384,1812015Assets 2016: $372,432Liabilities 2016: $3Net Assets 2016: $372,4292016Assets 2017: $381,941Liabilities 2017: $0Net Assets 2017: $381,9412017Assets 2018: $379,984Liabilities 2018: $0Net Assets 2018: $379,9842018Assets 2019: $359,852Liabilities 2019: $0Net Assets 2019: $359,8522019Assets 2020: $505,410Liabilities 2020: $0Net Assets 2020: $505,4102020Assets 2021: $588,822Liabilities 2021: $0Net Assets 2021: $588,8222021Assets 2022: $591,038Liabilities 2022: $0Net Assets 2022: $591,0382022Assets 2023: $609,795Liabilities 2023: $0Net Assets 2023: $609,7952023Assets 2024: $590,978Liabilities 2024: $0Net Assets 2024: $590,9782024

Highlighted filing

2021

Assets$588,822
Liabilities$0
Net Assets$588,822
Open 2021 Filing

Operations Trend

Revenue Growth17th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $13,838Expenses 2011: $24,228Net Income 2011: -$10,3902011Revenue 2012: $34,544Expenses 2012: $23,296Net Income 2012: $11,2482012Revenue 2013: $24,618Expenses 2013: $24,620Net Income 2013: -$22013Revenue 2014: $39,985Expenses 2014: $25,448Net Income 2014: $14,5372014Revenue 2015: $35,989Expenses 2015: $29,176Net Income 2015: $6,8132015Revenue 2016: $16,673Expenses 2016: $28,427Net Income 2016: -$11,7542016Revenue 2017: $36,955Expenses 2017: $27,312Net Income 2017: $9,6432017Revenue 2018: $28,510Expenses 2018: $30,467Net Income 2018: -$1,9572018Revenue 2019: $10,029Expenses 2019: $30,161Net Income 2019: -$20,1322019Revenue 2020: $166,878Expenses 2020: $21,320Net Income 2020: $145,5582020Revenue 2021: $135,194Expenses 2021: $51,782Net Income 2021: $83,4122021Revenue 2022: $48,090Expenses 2022: $45,871Net Income 2022: $2,2192022Revenue 2023: $60,266Expenses 2023: $42,041Net Income 2023: $18,2252023Revenue 2024: $74,699Expenses 2024: $93,640Net Income 2024: -$18,9412024

Highlighted filing

2021

Revenue$135,194
Expenses$51,782
Net Income$83,412
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 7, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY ERBPresident-$0--
Eli ErbDirector-$0--
F BENTLEY MOONEY IIIDirector-$0--
JENNIFER L KESTERSecy/Treasurer-$0--
SUSAN MOONEYDirector-$0--
Megan BarberDirector-$0--
Matthew MooneyDirector-$0--
Jennifer MooneyDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Katherine Estes Rogers Foundation
EIN
95-4669012
Phone
8056919440
Address
3100 Country Road, Santa Ynez, CA 93460

Signing Officer

Name
Jennifer L Kester
Title
Secy/Treasurer
Signed
2022-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Beeson Hoffman & Siddall Inc
Address
500 North Central Ave Suite 325, Glendale, CA 91203
Preparer
Jonathan DeSpain CPA
Phone
8182408322
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08687
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06790
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0530291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt120457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt220139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt420286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0109089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0109089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-2421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0639380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt224836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt426781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt624
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/PropertyDesc0MORGAN STANLEY ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Morgan Stanely - See Attahced Stmt
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31000 Energy Transfer LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Morgan Stanely - See Attahced Stmt
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ISHARES SILVER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SPDR GOLD TR GOLD SHRS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0122792
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0113786
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt083412
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0588822
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0505410
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0588822
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt030803
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt030803
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt030803
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032588
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01785
IRS990PF/DistributableAmountGrp/TotalTaxAmt01785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02280
IRS990PF/FMVAssetsEOYAmt0686320
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09352
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04294
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt013341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015328
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt017793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0294898
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0360996
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0455058
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0505410
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0588822
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt075466
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt084978
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt085950
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0112353
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0123225
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0123225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0505410
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0588822
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0686320
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0505410
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0588822
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0505410
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0588822
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0661684
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0193910
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0467774
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09925
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032588
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0651759
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0661684
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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/PersonNm0TIFFANY ERB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Eli Erb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2F BENTLEY MOONEY III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JENNIFER L KESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SUSAN MOONEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Megan Barber
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Matthew Mooney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Jennifer Mooney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secy/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0232 N KENNEBEC DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1232 North Kennebec Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2841 Skelley Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33100 COUNTRY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4841 Skelley Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5440 Douglas St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61925 Neva Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71925 Neva Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ANAHEIM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Anaheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Yoncalla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SANTA YNEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Yoncalla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Drain
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Cottage Grove
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Cottage Grove

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$588,822
Liabilities
$0
Net assets
$588,822
Revenue
$135,194
Expenses
$51,782
Net income
$83,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.75$0.94$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.60$0.42$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.48$0.46$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$1.35$0.52$0.83
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$1.67$0.21$1.46
2019Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.10$0.30$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.29$0.30$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.37$0.27$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.17$0.28$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.36$0.29$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.40$0.25$0.15
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.25$0.25$0.00
2012Summary only. Only limited summary data is available for this year.$3.63$0.00$0.35$0.23$0.11
2011Summary only. Only limited summary data is available for this year.$3.52$0.00$0.14$0.24$0.10