Civic Intelligence

E Jane Sylvester Trust Article V

990PF • Fiscal year 2017 • EIN 01-6023765

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

P O Box 31Portland, ME 04112-0031

(207) 772-3761

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

55th percentile

5.9%

Higher net margin than 55% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$15,737

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

43rd percentile

0.5%

Faster asset growth than 43% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

1.1%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$897,287

Up $4,158 (+0.5%) from 2016

Net Assets

Up

$897,287

Up $4,158 (+0.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$70,872

Up $757 (+1.1%) from 2016

Expenses

Up

$66,716

Up $15 (+0.0%) from 2016

Net Income

Up

$4,156

Up $742 (+22%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $772,998Liabilities 2011: $02011Assets 2012: $796,784Liabilities 2012: $02012Assets 2013: $856,077Liabilities 2013: $02013Assets 2014: $880,004Liabilities 2014: $02014Assets 2015: $889,719Liabilities 2015: $1Net Assets 2015: $889,7192015Assets 2016: $893,129Liabilities 2016: $0Net Assets 2016: $893,1292016Assets 2017: $897,287Liabilities 2017: $0Net Assets 2017: $897,2872017Assets 2018: $946,240Liabilities 2018: $0Net Assets 2018: $946,2402018Assets 2019: $948,455Liabilities 2019: $0Net Assets 2019: $948,4552019Assets 2020: $935,062Liabilities 2020: $1Net Assets 2020: $935,0622020Assets 2021: $966,596Liabilities 2021: $0Net Assets 2021: $966,5962021Assets 2022: $910,637Liabilities 2022: $0Net Assets 2022: $910,6372022Assets 2023: $868,703Liabilities 2023: $12023Assets 2024: $902,515Liabilities 2024: $0Net Assets 2024: $902,5152024

Highlighted filing

2017

Assets$897,287
Liabilities$0
Net Assets$897,287

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $52,307Expenses 2011: $54,367Net Income 2011: -$2,0602011Revenue 2012: $82,072Expenses 2012: $58,280Net Income 2012: $23,7922012Revenue 2013: $119,196Expenses 2013: $59,906Net Income 2013: $59,2902013Revenue 2014: $91,453Expenses 2014: $67,523Net Income 2014: $23,9302014Revenue 2015: $83,674Expenses 2015: $73,961Net Income 2015: $9,7132015Revenue 2016: $70,115Expenses 2016: $66,701Net Income 2016: $3,4142016Revenue 2017: $70,872Expenses 2017: $66,716Net Income 2017: $4,1562017Revenue 2018: $124,826Expenses 2018: $75,815Net Income 2018: $49,0112018Revenue 2019: $82,774Expenses 2019: $80,530Net Income 2019: $2,2442019Revenue 2020: $69,825Expenses 2020: $83,298Net Income 2020: -$13,4732020Revenue 2021: $117,851Expenses 2021: $86,219Net Income 2021: $31,6322021Revenue 2022: $66,822Expenses 2022: $122,487Net Income 2022: -$55,6652022Revenue 2023: $68,782Expenses 2023: $112,472Net Income 2023: -$43,6902023Revenue 2024: $139,585Expenses 2024: $105,872Net Income 2024: $33,7132024

Highlighted filing

2017

Revenue$70,872
Expenses$66,716
Net Income$4,156
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HM PAYSON COTrustee-$15,737-$15,737
MICHAEL R CURRIETrustee-$0--
JOEL S HARRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
E Jane Sylvester Trust Article V
EIN
01-6023765
Phone
2077723761
Address
P O BOX 31, PORTLAND, ME 04112-0031

Signing Officer

Name
H M Payson Co
Title
Trustee
Phone
2077723761
Signed
2018-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY STREET SUITE 201, RICHMOND, VA 23223
Preparer
Doak Arthur Pfaff
Phone
8043444548
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt140557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt318903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt520027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt616365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt728493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt819946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt930555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0182. FORTIVE CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1940. CSX CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2330. OCCIDENTAL PETROLEUM CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3285. GILEAD SCIENCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4. CLASS ACTION SETTLEMENT PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5285. SCHLUMBERGER LIMITED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6160. THOR INDUSTRIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7350. EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8195. CELGENE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9425. VF CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10.3333 DELPHI TECHNOGIES PLC SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt043053
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04156
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0897287
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0893129
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0897287
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt063840
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt063840
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt063840
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt065067
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01227
IRS990PF/DistributableAmountGrp/TotalTaxAmt01227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0624
IRS990PF/FMVAssetsEOYAmt01428533
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0893129
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0897287
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0673106
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0682100
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01195749
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0188721
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0188721
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0206318
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt031302
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026466
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026466
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0893129
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0897287
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01428533
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0893129
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0897287
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0893129
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0897287
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01321158
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt064094
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01257064
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019817
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt065067
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01301341
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01321158
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HM PAYSON CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL R CURRIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOEL S HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE PORTLAND SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O HM PAYSON ONE PORTLAND SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O HM PAYSON ONE PORTLAND SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd104101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd204101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt062142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt062755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt058252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt063780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt055342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt052015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt051446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01301341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01163924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01243926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01278592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01149063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01052279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt057759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238762
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt057759
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt057759
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt057759
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$1.40$1.06$0.34
2023Detailed filing. Detailed filing data is available for this year.$8.69$0.00$0.69$1.12$0.44
2022Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.67$1.22$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.67$0.00$9.67$1.18$0.86$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.35$0.00$9.35$0.70$0.83$0.13
2019Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.83$0.81$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.46$0.00$9.46$1.25$0.76$0.49
2017Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$0.71$0.67$0.04
2016Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.70$0.67$0.03
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.90$0.00$8.90$0.84$0.74$0.10
2014Summary only. Only limited summary data is available for this year.$8.80$0.00$0.91$0.68$0.24
2013Summary only. Only limited summary data is available for this year.$8.56$0.00$1.19$0.60$0.59
2012Summary only. Only limited summary data is available for this year.$7.97$0.00$0.82$0.58$0.24
2011Summary only. Only limited summary data is available for this year.$7.73$0.00$0.52$0.54$0.02