ONPOINT HEALTH DATA: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ONPOINT HEALTH DATA (EIN 01-0349706)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-12
- IRS object ID
- 202620439349100127
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-12T15:26:25-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010349706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Onpoint Health Data | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONPO | BusinessNameControlTxt |
| Phone | 2074300658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Mountfort Street 201 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Harrison | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 2074300658 | PhoneNum |
| Signature | 2026-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2026-02-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,643,366 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $801,717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $801,717 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $801,717 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $221,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,221,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $221,134 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,031 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $25,251,532 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $25,251,532 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $26,274,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,022,851 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,059,280 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,115,449 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $103,917 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,011,532 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $9,761,226 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $909,371 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,851,855 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,587,334 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $147,878 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,439,456 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $60,171 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $5,339 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $54,832 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $13,582 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,368 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,859,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,216 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $198,019 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,661,888 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,877 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $1,408 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $469 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $331,557 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $83,073 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,048,550 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $88,648 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $959,902 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $289,953 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $162,345 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $127,608 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,900,476 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $288,388 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,197,256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,999,116 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,691 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,001,968 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,316,166 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,672 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,672 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,011,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,691 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,001,968 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,328,838 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,262,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $974,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,057,312 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,998,042 | CashBOYAmt |
| Cash EOY | $8,025,093 | CashEOYAmt |
| Cash EOYFMV | $8,025,093 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,669,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $698,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $698,535 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,569,153 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,955,752 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,569,153 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,569,153 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $374,344 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $588,600 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $588,600 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,670,126 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,670,126 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $427,247 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $427,247 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,088,111 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,004,298 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,004,298 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,452,179 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,785,397 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $726,487 | LandBOYAmt |
| Land EOY | $666,782 | LandEOYAmt |
| Land EOYFMV | $666,782 | LandEOYFMVAmt |
| Other Assets BOY | $4,896,399 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,993,532 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,993,532 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,708,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,643,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,643,366 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,565,427 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,929,780 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $4,779,223 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,744,558 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,344,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,674,338 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,364,183 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,969,028 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,364,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,969,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,708,833 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,643,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,364,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,262,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $342,250 | OtherIncreasesAmt |
| Subtotal | $28,969,028 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,969,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Disposal of office equipment | P | $266 | $9,190 | -$8,924 | -$8,924 | ||
| Publicly traded securities - long-term | $6,185,843 | $5,961,816 | $224,027 | $224,027 | |||
| Publicly traded securities - short-term | $7,035,843 | $7,029,812 | $6,031 | $6,031 | 2024-10-01 | 2025-09-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $221,134 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,031 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,541 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,541 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $248 | EsPenaltyAmt |
| Tax Due | $6,789 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.onpointhealthdata.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benjamin Parks-Stamm | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2074300658 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Mountfort Street 201 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| James Harrison | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | President and CEO | 41.00 | $586,617 | $154,217 | $0 |
| Benjamin Parks-Stamm | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Chief Financial Officer | 41.00 | $334,095 | $40,520 | $0 |
| Erin Fuse Brown | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director | 1.00 | $0 | $0 | $0 |
| Maureen Conley | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director | 1.00 | $0 | $0 | $0 |
| Patrick Gerdes | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director | 1.00 | $0 | $0 | $0 |
| Tracy Johnson PhD | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director (start 12/2024) | 1.00 | $0 | $0 | $0 |
| Joshua Liao MD | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director | 1.00 | $0 | $0 | $0 |
| David Wennberg MD MPH | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director (start 1/2025) | 1.00 | $0 | $0 | $0 |
| Bill Whitmore | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director | 1.00 | $0 | $0 | $0 |
| Jeff Yuan | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director | 1.00 | $0 | $0 | $0 |
| Anneliese Gerland | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director, Past Chair | 1.00 | $0 | $0 | $0 |
| Rachel Block | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director, Chair | 1.00 | $0 | $0 | $0 |
| Beth Virnig PhD MPH | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director, Vice Chair | 1.00 | $0 | $0 | $0 |
| Greg McCarthy | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director, Treasurer | 1.00 | $0 | $0 | $0 |
| Deb Deatrick | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04101 | Director, Secretary | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Joanna Duncan | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04102 | Chief Operating Offi | 40.00 | $354,391 | $51,479 | $0 |
| Devon Holgate | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04105 | Chief Technology Off | 40.00 | $272,668 | $23,368 | $0 |
| Shuan Mahmoodi | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04104 | Principal Systems De | 40.00 | $266,105 | $24,579 | $0 |
| Jeffery Spaulding | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04105 | Director of Communic | 40.00 | $227,670 | $24,037 | $0 |
| Amy Kinner | ||||||||
| 12 Mountfort Street Suite 201 | Portland | ME | 04103 | Senior Director of H | 40.00 | $228,657 | $15,298 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 56 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Amazon Web Services Inc | |||||
| 410 Terry Avenue North | Seattle | WA | 98109 | IT cloud hosting services | $2,576,021 |
| Integrated Healthcare Association | |||||
| 180 Grand Avenue 1365 | Oakland | CA | 94612 | Consulting services | $530,600 |
| Audacious Inquiry LLC | |||||
| 5523 Research Park Drive 370 | Catonsville | MD | 21228 | IT consulting | $321,204 |
| Passerelle Corp | |||||
| 169 Ocean Street Suite 205 | South Portland | ME | 04106 | IT consulting | $274,890 |
| X by 2 LLC | |||||
| 35055 W 12 Mile Road | Farmington Hills | MI | 48331 | IT consulting and design | $261,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 12 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Onpoint Health Data focuses its activities on developing and maintaining health care databases and providing analytic services to enable insight into and evaluation of the performance of health systems, the health of the population, and the impact of health policy and program changes. The availability of these data and analyses benefits the policymakers, providers, purchasers and consumers of health care, and the substantial majority of services provided by Onpoint is either to or for the benefit of government agencies, researchers, or health care institutions. | Description1Txt |
| Expenses1 | $17,685,087 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,779,053 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,990,864 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,769,917 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,769,917 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $326,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,443,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,072,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,328,838 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $324,555 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $17,653,393 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2025-05-06 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,072,168 | CurrentYearAmt |
| Year1 | $605,400 | Year1Amt |
| Year2 | $421,751 | Year2Amt |
| Year3 | $311,081 | Year3Amt |
| Total | $2,410,400 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $911,343 | CurrentYearAmt |
| Year1 | $514,590 | Year1Amt |
| Year2 | $358,488 | Year2Amt |
| Year3 | $264,419 | Year3Amt |
| Total | $2,048,840 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,653,393 | CurrentYearAmt |
| Year1 | $16,488,454 | Year1Amt |
| Year2 | $13,339,249 | Year2Amt |
| Year3 | $10,122,323 | Year3Amt |
| Total | $57,603,419 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,672 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $12,672 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,640,721 | CurrentYearAmt |
| Year1 | $16,488,454 | Year1Amt |
| Year2 | $13,339,249 | Year2Amt |
| Year3 | $10,122,323 | Year3Amt |
| Total | $57,590,747 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $714,779 | CurrentYearAmt |
| Year1 | $403,600 | Year1Amt |
| Year2 | $281,167 | Year2Amt |
| Year3 | $207,387 | Year3Amt |
| Total | $1,606,933 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Animal Refuge League of Greater Portland | |||||||
| 217 Landing Road | Westbrook | ME | 04092 | N/A | PC | General support. | $100 |
| Maine Needs | |||||||
| 2385 Congress Street | Portland | ME | 04102 | N/A | PC | General support. | $1,320 |
| United Way of Greater Portland (aka United Way of Southern Maine) | |||||||
| 550 Forest Avenue | Portland | ME | 04101 | N/A | PC | General support. | $9,302 |
| World Central Kitchen | |||||||
| PO Box 96538 | Washington | DC | 20090 | N/A | PC | General support. | $1,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,672 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $801,717 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $221,134 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contracted services | Desc |
| Related Or Exempt Function Incm | $25,251,532 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,022,851 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,251,532 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,274,383 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | The Organization generates revenue from multiple program-services that contribute to the accomplishment of the Organization's exempt mission. Onpoint Health Data's mission is to deliver independent, reliable, and insightful health data solutions to clients nationwide. Accordingly, Related or Exempt Function Income reported on the Organization's Form 990-PF, Page 1, Line 11 is the result of the Organization's efforts to build, implement, and maintain electronic databases, portals, and resources for health care policymakers and researchers. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting, auditing, and tax prep | CategoryTxt |
| Amt | $24,950 | Amt |
| Net Investment Income | $12,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,582 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,368 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Microsoft Corp Bond 594918BJ2 | $9,990 | $9,990 |
| Trustees of Princeton Taxable Bond 89837LAD7 | $98,647 | $98,647 |
| Standford Taxable Bond 85440KAC8 | $95,897 | $95,897 |
| Johnson & Johnson Bond 478160DH4 | $127,483 | $127,483 |
| Harvard Taxable Bond 740816AK9 | $95,230 | $95,230 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,670,126 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,670,126 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 20610.99 units GQGIX | FMV | $361,723 | $361,723 |
| 9160.28 units BGLKX | FMV | $378,411 | $378,411 |
| 7812.57 units DFSVX | FMV | $391,957 | $391,957 |
| 1056.541 units FXAIX | FMV | $246,132 | $246,132 |
| 7755.998 units GSAJX | FMV | $129,680 | $129,680 |
| 23079.162 units GIBIX | FMV | $557,823 | $557,823 |
| 18025.482 units GIOIX | FMV | $450,817 | $450,817 |
| 14835.984 units WCMEX | FMV | $287,225 | $287,225 |
| 32822.757 units MWTIX | FMV | $302,626 | $302,626 |
| 40363.269 units FXBYX | FMV | $403,633 | $403,633 |
| 4772.509 units VPMAX | FMV | $937,512 | $937,512 |
| 85909.97 units VBTLX | FMV | $839,340 | $839,340 |
| 8333.123 units VTRIX | FMV | $387,990 | $387,990 |
| 25632.28 units VTMGX | FMV | $494,703 | $494,703 |
| 47127.417 units VCOBX | FMV | $858,662 | $858,662 |
| 77000 units VMFXX | FMV | $77,000 | $77,000 |
| 77000 units VMRXX | FMV | $77,000 | $77,000 |
| 12000 units CGGR | FMV | $527,040 | $527,040 |
| 100000 units CGDV | FMV | $420,300 | $420,300 |
| 4000 units AGG | FMV | $401,000 | $401,000 |
| 5000 units INDA | FMV | $260,300 | $260,300 |
| 4000 units EDV | FMV | $273,800 | $273,800 |
| 9000 units BND | FMV | $669,330 | $669,330 |
| 2000 units VSS | FMV | $285,100 | $285,100 |
| 5000 units VT | FMV | $689,000 | $689,000 |
| 1400 units VBR | FMV | $292,194 | $292,194 |
| 2000 units VMFXX | FMV | $2,000 | $2,000 |
| 2000 units VMRXX | FMV | $2,000 | $2,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal services | CategoryTxt |
| Legal Fees | $60,171 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,339 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $54,832 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Intangible asets (net) | $357,350 | $430,530 | $430,530 |
| Reserved retirement funds | $331,500 | $596,235 | $596,235 |
| Operating lease right-of-use assets | $4,207,549 | $3,918,502 | $3,918,502 |
| Accrued interest on investments | $0 | $48,265 | $48,265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Information technology | $3,434,689 | $0 | $30,577 | $3,404,112 |
| Supplies and other | $112,831 | $0 | $84,652 | $28,179 |
| Repairs and maintenance | $190,912 | $0 | $16,140 | $174,772 |
| Telephone and postage | $72,665 | $0 | $67,640 | $5,025 |
| Advertising | $89,379 | $0 | $89,379 | $0 |
| Accural-to-cash adjustment | $0 | $0 | $0 | -$414,832 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contracted services | Desc |
| Revenue And Expenses Per Books | $25,251,532 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $25,251,532 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains on investments | Desc |
| Amt | $342,250 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred compensation plan obligations | $331,500 | $596,235 |
| Operating lease liabilities | $4,447,723 | $4,143,566 |
| Deferred excise tax liabilities | $0 | $4,757 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Contracted services | $1,823,691 | $0 | $161,803 | $1,661,888 |
| Investment management | $36,216 | $36,216 | $36,216 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $17,666 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |