Mary P Koontz Chartiable Tr 3303 4777

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,509
Expenses
$33,514
Net Income
$14,995
Net Assets
$682,880
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,220
52.0%
Sales of Assets $23,275
48.0%
Other Income $14
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,575
94.2%
Compensation of Officers* $1,946
5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $682,880
Total Liabilities $0
Net Assets $682,880
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $1,946 $0

Document Links

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,710
Expenses
$37,708
Net Income
-$4,998
Net Assets
$668,051
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,492
77.9%
Sales of Assets $7,208
22.0%
Other Income $10
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,762
94.8%
Compensation of Officers* $1,895
5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $668,051
Total Liabilities $0
Net Assets $668,051
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $1,895 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,223
Expenses
$47,553
Net Income
-$16,330
Net Assets
$673,073
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,052
80.2%
Sales of Assets $5,113
16.4%
Other Income $1,058
3.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,113
97.0%
Compensation of Officers* $1,792
3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $673,073
Total Liabilities $0
Net Assets $673,073
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $1,792 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$8,852
Expenses
$46,888
Net Income
-$55,740
Net Assets
$689,401
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,329
Sales of Assets -$28,202
Other Income $21
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,191
85.7%
Compensation of Officers* $9,047
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $689,401
Total Liabilities $0
Net Assets $689,401
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $9,047 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$111,720
Expenses
$47,495
Net Income
$64,225
Net Assets
$745,453
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,510
16.6%
Sales of Assets $93,210
83.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,585
81.2%
Compensation of Officers* $13,938
29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $745,453
Total Liabilities $0
Net Assets $745,453
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $13,938 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,502
Expenses
$46,020
Net Income
$35,482
Net Assets
$684,202
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,794
19.4%
Sales of Assets $65,705
80.6%
Other Income $3
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,036
87.0%
Compensation of Officers* $11,824
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $684,203
Total Liabilities $1
Net Assets $684,202
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $11,824 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,126
Expenses
$46,728
Net Income
-$5,602
Net Assets
$645,829
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,450
44.9%
Sales of Assets $22,676
55.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,763
85.1%
Compensation of Officers* $11,426
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $645,830
Total Liabilities $1
Net Assets $645,829
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $11,426 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,731
Expenses
$29,621
Net Income
$12,110
Net Assets
$651,859
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,409
44.1%
Sales of Assets $23,322
55.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,690
76.6%
Compensation of Officers* $11,242
38.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $651,859
Total Liabilities $0
Net Assets $651,859
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $11,242 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,371
Expenses
$40,670
Net Income
$19,701
Net Assets
$641,123
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,298
30.3%
Sales of Assets $41,805
69.2%
Other Income $268
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,953
85.9%
Compensation of Officers* $10,909
26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $641,123
Total Liabilities $0
Net Assets $641,123
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $10,909 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,741
Expenses
$37,271
Net Income
-$11,530
Net Assets
$622,423
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,939
65.8%
Sales of Assets $8,802
34.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,318
84.0%
Compensation of Officers* $10,166
27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $622,423
Total Liabilities $0
Net Assets $622,423
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $10,166 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,364
Expenses
$39,438
Net Income
-$74
Net Assets
$634,162
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,882
42.9%
Sales of Assets $22,482
57.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,435
84.8%
Compensation of Officers* $10,622
26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $634,162
Total Liabilities $0
Net Assets $634,162
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $10,622 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,273
Expenses
$39,097
Net Income
$4,176
Net Assets
$635,269
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,783
43.4%
Sales of Assets $24,490
56.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,622
83.4%
Compensation of Officers* $10,976
28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $635,269
Total Liabilities $0
Net Assets $635,269
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $10,976 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,967
Expenses
$34,732
Net Income
$23,235
Net Assets
$631,325
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,887
32.6%
Sales of Assets $39,080
67.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,575
79.4%
Compensation of Officers* $10,294
29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $631,325
Total Liabilities $0
Net Assets $631,325
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $10,294 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$71,879
Expenses
$33,389
Net Income
$38,490
Net Assets
$608,089
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,350
22.7%
Sales of Assets $55,529
77.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,767
86.2%
Compensation of Officers* $8,871
26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $608,090
Total Liabilities $1
Net Assets $608,089

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,795
Expenses
$23,869
Net Income
$1,926
Net Assets
$569,589
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,784
65.1%
Sales of Assets $9,011
34.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,391
81.2%
Compensation of Officers* $7,116
29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $569,590
Total Liabilities $1
Net Assets $569,589

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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