Civic Intelligence

Simmons Foundation Inc.

990PF • Fiscal year 2015 • EIN 01-0277832

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization Profile
PO Box 426 One Canal PlazaPortland, ME 04112

(207) 774-2635

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

554%

Higher net margin than 100% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

42nd percentile

$1,250

Higher top officer pay than 42% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

15th percentile

-7.4%

Faster asset growth than 15% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$2,738,827

Down $219,427 (-7.4%) from 2014

Net Assets

Down

$2,734,231

Down $214,273 (-7.3%) from 2014

Liabilities

Down

$4,596

Down $5,154 (-53%) from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$38,643

Down $322,346 (-114%) from 2014

Expenses

Down

$175,630

Down $11,980 (-6.4%) from 2014

Net Income

Down

-$214,273

Down $310,366 (-323%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,467,949Liabilities 2011: $8,795Net Assets 2011: $2,459,1542011Assets 2012: $2,591,918Liabilities 2012: $9,901Net Assets 2012: $2,582,0172012Assets 2013: $2,860,780Liabilities 2013: $8,369Net Assets 2013: $2,852,4112013Assets 2014: $2,958,254Liabilities 2014: $9,750Net Assets 2014: $2,948,5042014Assets 2015: $2,738,827Liabilities 2015: $4,596Net Assets 2015: $2,734,2312015Assets 2016: $2,731,107Liabilities 2016: $2,260Net Assets 2016: $2,728,8472016Assets 2017: $3,062,347Liabilities 2017: $5,364Net Assets 2017: $3,056,9832017Assets 2018: $2,777,853Liabilities 2018: $497Net Assets 2018: $2,777,3562018Assets 2019: $3,249,771Liabilities 2019: $4,907Net Assets 2019: $3,244,8642019Assets 2020: $3,564,075Liabilities 2020: $10,179Net Assets 2020: $3,553,8962020Assets 2021: $3,819,872Liabilities 2021: $12,126Net Assets 2021: $3,807,7462021Assets 2022: $3,068,577Liabilities 2022: $1,503Net Assets 2022: $3,067,0742022Assets 2023: $3,331,940Liabilities 2023: $14,053Net Assets 2023: $3,317,8872023Assets 2024: $3,568,804Liabilities 2024: $11,860Net Assets 2024: $3,556,9442024

Highlighted filing

2015

Assets$2,738,827
Liabilities$4,596
Net Assets$2,734,231
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $178,9192011Expenses 2012: $171,9902012Revenue 2013: $470,588Expenses 2013: $200,194Net Income 2013: $270,3942013Revenue 2014: $283,703Expenses 2014: $187,610Net Income 2014: $96,0932014Revenue 2015: -$38,643Expenses 2015: $175,630Net Income 2015: -$214,2732015Revenue 2016: $192,442Expenses 2016: $197,826Net Income 2016: -$5,3842016Revenue 2017: $486,157Expenses 2017: $158,021Net Income 2017: $328,1362017Revenue 2018: -$137,522Expenses 2018: $142,105Net Income 2018: -$279,6272018Revenue 2019: $642,640Expenses 2019: $175,132Net Income 2019: $467,5082019Revenue 2020: $487,272Expenses 2020: $178,240Net Income 2020: $309,0322020Revenue 2021: $484,426Expenses 2021: $230,576Net Income 2021: $253,8502021Revenue 2022: -$571,792Expenses 2022: $168,880Net Income 2022: -$740,6722022Revenue 2023: $468,625Expenses 2023: $217,812Net Income 2023: $250,8132023Revenue 2024: $467,023Expenses 2024: $227,966Net Income 2024: $239,0572024

Highlighted filing

2015

Revenue-$38,643
Expenses$175,630
Net Income-$214,273
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL H RAUSCHTreasurer-$1,250-$1,250
ROBERT WOODWARDPres.-$50-$50
STEPHEN G WOODWARD1st VP-$50-$50
DOROTHY WENTWORTH2nd VP-$50-$50
DEANNA WOODWARDTrustee-$50-$50
ROBERT ARANSON MDTrustee-$50-$50
TINA JENNINGSTrustee-$50-$50
REV ANITA WHITETrustee-$50-$50
SAMUEL WOODWARDTrustee-$50-$50
JOHN R OPPERMAN ESQTrustee-$50-$50
ELIZABETH MORELANDTrustee-$50-$50
Filing and Contact Details

Filer

Filer Name
Simmons Foundation - PerkinsThompson
EIN
01-0277832
Phone
2077742635
Address
PO Box 426 One Canal Plaza, Portland, ME 04112

Signing Officer

Name
Paul H Rausch
Title
Treasurer
Phone
2077742635
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Martin Associates PA
Address
128 AUBURN ST, PORTLAND, ME 04103
Preparer
M Patrick Joyce
Phone
2077972746
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0LINE 2B THERE ARE NO PRESCRIBED FORMS FOR THE SUBMISSION OF APPLICATIONS. HOWEVER, THE FOLLOWING INFORMATION MUST BE PROVIDED: 1) THE APPLICANT'S TAX EXEMPT NUMBER 2) A COPY OF THE ORGANIZATION'S HANDBOOK 3) A BRIEF OUTLINE OF THE HISTORY OF THE ORGANIZATION 4) THE CHARITABLE PURPOSE OF THE APPLICANT ORGANIZATION 5) DETAILS REGARDING THE SPECIFIC REQUEST MADE AS PART OF THE APPLICATION FOR FUNDS LINE 2D THE FOUNDATION DOES NOT MAKE AWARDS TO INDIVIDUALS OR ORGANIZATIONS WITHOUT VALID FEDERAL INCOME TAX EXEMPTIONS. AWARDS ARE GENERALLY RESTRICTED TO ORGANIZATIONS OPERATING WITHIN MAINE.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Metlife Inc 199 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Microsoft Corp 389 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Motorola Solutions Inc 284 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Nextera Energy Inc 41 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Nuveen Dividend Value 8,096 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Oakmark International 11,455 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Occidental Petroleum Corp 124 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Omnicom Group 259 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Oppenheimer Developing Markets 5,558 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Oracle Corporation 449 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Phillips 66 102 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Priceline Group Inc 13 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Principal Midcap Instl 12488 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Procter & Gamble Co 112 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Qualcomm Inc 276 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Schlumberger Limited 116 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58State Street Corp 224 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Stericycle Inc 70 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Thermo Fisher Scientific Inc 134 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TJX Cos Inc 156 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62United Parcel Srv Inc B 24 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63United Technologies 119 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Unitedhealth Group Inc 69 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Vanguard Ftse Developed Mkt 1600 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Vanguard Mid-Cap ETF 154 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Vanguard REIT ETF 488 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Vanguard Small-Cap Growth ETF 201 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Vanguard Small-Cap Value ETF 209 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Verizon Communications 40 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Wells Fargo & Co New 333 shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Wells Fargo Premier Lg Co Growth 8659 shrs
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt064451
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-103094
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-38643
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-38643
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0620257
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0135597
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0135597
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt064451
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt064451
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-214273
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01927540
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03578
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03578
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07156
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-103094
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0656602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022483
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022483
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05404
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0142120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0175630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0684708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-38643
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06523
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028106
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040033
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212012-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272012-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322012-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342012-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382012-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412012-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442012-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462011-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472013-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482013-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492013-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522012-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552012-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562012-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592012-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602011-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682012-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702012-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712012-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722012-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742010-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752006-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762009-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772009-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782010-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792009-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802008-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822009-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832010-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842006-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852010-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862010-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872010-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882008-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892010-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902010-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912010-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922010-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932010-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942002-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952008-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962008-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972010-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982008-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992009-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002010-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012010-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022009-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032010-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042010-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052010-06-24

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Filings

Displayed year

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

Open filing
Assets
$2,738,827
Liabilities
$4,596
Net assets
$2,734,231
Revenue
-$38,643
Expenses
$175,630
Net income
-$214,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.57$0.01$3.56$0.47$0.23$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.01$3.32$0.47$0.22$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.57$0.17$0.74
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.82$0.01$3.81$0.48$0.23$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.01$3.55$0.49$0.18$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.24$0.64$0.18$0.47
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.14$0.14$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.01$3.06$0.49$0.16$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.19$0.20$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.73$0.04$0.18$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.01$2.95$0.28$0.19$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$0.47$0.20$0.27
2012Detailed filing. Detailed filing data is available for this year.$2.59$0.01$2.58$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$0.18
Peer Organizations

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