Civic Intelligence

Eaglemere Foundation Inc.

990PF • Fiscal year 2013 • EIN 04-3424302

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

Organization Profile
60 Edmunds RoadWellesley, MA 02481

(781) 899-4350

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

37th percentile

$21,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

50th percentile

2.5%

Faster asset growth than 50% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

60th percentile

10.0%

Faster revenue growth than 60% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$8,764,222

Up $216,105 (+2.5%) from 2012

Net Assets

Up

$8,764,222

Up $216,105 (+2.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin77th percentile

Revenue

$788,319

No earlier filing loaded for comparison.

Expenses

Up

$572,214

Up $62,686 (+12%) from 2012

Net Income

$216,105

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,697,340Liabilities 2011: $02011Assets 2012: $8,548,117Liabilities 2012: $0Net Assets 2012: $8,548,1172012Assets 2013: $8,764,222Liabilities 2013: $0Net Assets 2013: $8,764,2222013Assets 2014: $8,780,896Liabilities 2014: $0Net Assets 2014: $8,780,8962014Assets 2015: $8,707,037Liabilities 2015: $0Net Assets 2015: $8,707,0372015Assets 2016: $9,325,985Liabilities 2016: $0Net Assets 2016: $9,325,9852016Assets 2017: $9,567,053Liabilities 2017: $0Net Assets 2017: $9,567,0532017Assets 2018: $9,878,079Liabilities 2018: $0Net Assets 2018: $9,878,0792018Assets 2019: $9,562,093Liabilities 2019: $0Net Assets 2019: $9,562,0932019Assets 2020: $12,037,678Liabilities 2020: $0Net Assets 2020: $12,037,6782020Assets 2021: $13,093,922Liabilities 2021: $0Net Assets 2021: $13,093,9222021Assets 2022: $12,945,034Liabilities 2022: $0Net Assets 2022: $12,945,0342022Assets 2023: $12,825,854Liabilities 2023: $0Net Assets 2023: $12,825,8542023Assets 2024: $13,479,173Liabilities 2024: $0Net Assets 2024: $13,479,1732024

Highlighted filing

2013

Assets$8,764,222
Liabilities$0
Net Assets$8,764,222
Open 2013 Filing

Operations Trend

Revenue Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $651,976Expenses 2011: $481,226Net Income 2011: $170,7502011Expenses 2012: $509,5282012Revenue 2013: $788,319Expenses 2013: $572,214Net Income 2013: $216,1052013Revenue 2014: $642,345Expenses 2014: $625,671Net Income 2014: $16,6742014Revenue 2015: $788,778Expenses 2015: $650,897Net Income 2015: $137,8812015Revenue 2016: $1,767,327Expenses 2016: $899,226Net Income 2016: $868,1012016Revenue 2017: $1,452,053Expenses 2017: $1,003,264Net Income 2017: $448,7892017Revenue 2018: $2,560,455Expenses 2018: $974,886Net Income 2018: $1,585,5692018Revenue 2019: $821,101Expenses 2019: $959,581Net Income 2019: -$138,4802019Revenue 2020: $3,448,946Expenses 2020: $973,361Net Income 2020: $2,475,5852020Revenue 2021: $1,512,880Expenses 2021: $1,049,270Net Income 2021: $463,6102021Revenue 2022: $862,812Expenses 2022: $1,092,308Net Income 2022: -$229,4962022Revenue 2023: $889,102Expenses 2023: $1,103,936Net Income 2023: -$214,8342023Revenue 2024: $1,401,941Expenses 2024: $1,136,699Net Income 2024: $265,2422024

Highlighted filing

2013

Revenue$788,319
Expenses$572,214
Net Income$216,105
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL G SARLESExecutive Director-$21,000-$21,000
KATHRYN D GARVEYAssistant Secretary-$6,000-$6,000
MARILYN D SARLES MDPresident-$0--
H JAY SARLESTreasurer & Secretary-$0--
ELIZABETH DIASAssistant Secretary-$0--
Filing and Contact Details

Filer

EIN
04-3424302
Phone
7818994350

Signing Officer

Name
Marilyn Sarles
Title
President
Phone
7818994350
Signed
2014-08-12
Discuss with paid preparer
Yes

Preparer

Preparer
Fortis Management Group LLC
Phone
7818994350
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15300 SHS BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162700 SHS BROADCOM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17700 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181450 SHS CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm195450 SHS CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20700 SHS COACH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211000 SHS COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221500 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm232000 SHS CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24400 SHS COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25850 SHS CULLEN FROST BANKERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26900 SHS DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27500 SHS DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28950 SHS DIAMOND OFFSHORE DRILLING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291100 SHS DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301600 SHS DOW CHEM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311400 SHS EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321900 SHS EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33500 SHS FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm342400 SHS GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35700 SHS GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm363439.112 SHS HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37700 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38700 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39600 SHS IBM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40800 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41750 SHS KRAFT FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42600 SHS MC DONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43600 SHS MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441300 SHS MET LIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452400 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46450 SHS MONDELIZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47600 SHS MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48600 SHS NATIONAL OILWELL VARCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491350 SHS NESTLE SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501650 SHS NOVARTIS A G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511250 SHS OCCIDENTAL PETE CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52600 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53650 SHS PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541400 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551100 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56900 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57500 SHS ROCHE HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58750 SHS SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59950 SHS SMUCKER J M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60900 SHS SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61800 SHS STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62600 SHS TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm632600 SHS TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm642300 SHS TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651900 SHS TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66800 SHS UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671000 SHS UNITED PARCEL SVC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681000 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691300 SHS WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm702650 SHS WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711300 SHS WHOLE FOODS MKT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72950 SHS 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73800 SHS BEAM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7412977.186 SHS COLUMBIA ACORN FUND CLASS Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751100 SHS ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761500 SHS ISHARES RUSSELL 2000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm772000 SHS ISHARES RUSSELL MIDCAP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7810275.973 SHS COLUMBIA SMALL CAP CORE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm795200 SHS ISHARES DOW JONES EPAC SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm804390.408 SHS COLUMBIA ACORN FUND INTL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm815000 SHS ISHARES MSCI EMERGING MKTS INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8212000 SHS VANGUARD FTSE EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm834875 SHS ISHARES TR RUSSELL 1000 ETF FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm841275 SHS ISHARES INTL SELECT DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85300 SHS ISHARES RUSSELL MIDCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86500 SHS ISHARES MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm871275 SHS ISHARES DOWN JONES EPAC SELECT DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm882050.381 SHS CAMBIAR SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm892345.789 SHS JOHN HANCOCK FDS III DISCIPLINED VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm901091.778 SHS PRUDENTIAL JENNISON MID CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm911500 SHS VANGUARD MSCI EMERGING MKTS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1188564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt445613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt521790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt625000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt725000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt056337.647 SHS CREDIT SUISSE COMMODITY - RETURN PLUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124843.798 SHS CREDIT SUISSE COMMODITY - RETURN STRAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt220358.306 SHS HUSSMAN INVT STRATEGIC GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35360.206 SHS PERMANENT PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4300000 SHS SIMON PPTY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52833.524 SHS CREDIT SUISSE COMMODITY - RETURN PLUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62035.831 SHS HUSSMAN INVT STRATEGIC GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7536.021 SHS PERMANENT PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1179621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2201344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3230810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt445648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt520486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt620134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt723081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0216264
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0451707
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt0348
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0668319
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0668319
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0148748
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0451707
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0503850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0503850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0120000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0216264
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0216264
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0216264
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0216105
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03420733
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0451707
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0600455
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0552
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt035549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt035549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035549
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt05263
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05263
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0216612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt067864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0503850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt067864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0572214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0668319
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0788319
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt067864
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt067864
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt068364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-11-28

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,764,222
Liabilities
$0
Net assets
$8,764,222
Revenue
$788,319
Expenses
$572,214
Net income
$216,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.40$1.14$0.27
2023Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.89$1.10$0.21
2022Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.86$1.09$0.23
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.51$1.05$0.46
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$3.45$0.97$2.48
2019Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.82$0.96$0.14
2018Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$2.56$0.97$1.59
2017Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$1.45$1.00$0.45
2016Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$1.77$0.90$0.87
2015Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.79$0.65$0.14
2014Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.64$0.63$0.02
2013Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.79$0.57$0.22
2012Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.51
2011Summary only. Only limited summary data is available for this year.$7.70$0.00$0.65$0.48$0.17