Civic Intelligence

Degroot Family Foundation

990PF • Fiscal year 2016 • EIN 06-1654753

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization Profile
PO Box 660Watervliet, MI 49098

(269) 463-4835

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

8th percentile

-59%

Higher net margin than 8% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

21st percentile

$14,200

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$10,570,070

Down $199,213 (-1.8%) from 2015

Net Assets

$10,570,070

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin8th percentile

Revenue

Down

$337,950

Down $108,335 (-24%) from 2015

Expenses

Down

$537,163

Down $96,212 (-15%) from 2015

Net Income

Down

-$199,213

Down $12,123 (-6.5%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0Assets 2011: $1,250,514Liabilities 2011: $02011Assets 2012: $1,049,361Liabilities 2012: $02012Assets 2013: $9,228,347Liabilities 2013: $02013Assets 2014: $10,956,373Liabilities 2014: $02014Assets 2015: $10,769,283Liabilities 2015: $02015Assets 2016: $10,570,070Liabilities 2016: $0Net Assets 2016: $10,570,0702016Assets 2017: $10,639,219Liabilities 2017: $0Net Assets 2017: $10,639,2192017Assets 2018: $10,441,077Liabilities 2018: $0Net Assets 2018: $10,441,0772018Assets 2019: $10,078,191Liabilities 2019: $0Net Assets 2019: $10,078,1912019Assets 2020: $9,605,798Liabilities 2020: $0Net Assets 2020: $9,605,7982020Assets 2021: $9,332,461Liabilities 2021: $0Net Assets 2021: $9,332,4612021Assets 2022: $8,833,790Liabilities 2022: $0Net Assets 2022: $8,833,7902022Assets 2023: $9,063,399Liabilities 2023: $0Net Assets 2023: $9,063,3992023Assets 2024: $9,040,995Liabilities 2024: $0Net Assets 2024: $9,040,9952024

Highlighted filing

2016

Assets$10,570,070
Liabilities$0
Net Assets$10,570,070
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $86,501Expenses 2011: $79,861Net Income 2011: $6,6402011Revenue 2012: $24,137Expenses 2012: $225,290Net Income 2012: -$201,1532012Revenue 2013: $8,387,995Expenses 2013: $209,009Net Income 2013: $8,178,9862013Revenue 2014: $2,181,836Expenses 2014: $453,810Net Income 2014: $1,728,0262014Revenue 2015: $446,285Expenses 2015: $633,375Net Income 2015: -$187,0902015Revenue 2016: $337,950Expenses 2016: $537,163Net Income 2016: -$199,2132016Revenue 2017: $608,832Expenses 2017: $539,683Net Income 2017: $69,1492017Revenue 2018: $442,506Expenses 2018: $640,648Net Income 2018: -$198,1422018Revenue 2019: $327,993Expenses 2019: $690,879Net Income 2019: -$362,8862019Revenue 2020: $184,631Expenses 2020: $657,024Net Income 2020: -$472,3932020Revenue 2021: $573,380Expenses 2021: $846,717Net Income 2021: -$273,3372021Revenue 2022: $305,147Expenses 2022: $803,818Net Income 2022: -$498,6712022Revenue 2023: $990,433Expenses 2023: $760,824Net Income 2023: $229,6092023Revenue 2024: $904,010Expenses 2024: $926,414Net Income 2024: -$22,4042024

Highlighted filing

2016

Revenue$337,950
Expenses$537,163
Net Income-$199,213
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC M LEITHVice President/Director Of-$14,200-$14,200
JESSICA M LEITHVice President/Internation-$14,200-$14,200
SHIRLEY LEITHPresident/Treasurer-$4,000-$4,000
ERIC BROWN - EVB CONSULTINGSecretary-$3,000-$3,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCORNERSTONE ALLIANCEECONOMIC DEVELOPMENT501(C)(3) PUBLIC CHABENTON HARBOR, MI, US$75,000
Paid GrantCOVENANT HOUSE MICHIGANPREGNANT WOMEN'S SHELTER501(C)(3) PUBLIC CHADETROIT, MI, US$50,000
Paid GrantPREVENTION WORKS INCPREVENTATIVE HEALTH EDUCATION PROGRAM501(C)(3) PUBLIC CHAKALAMAZOO, MI, US$50,000
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALBRAIN TUMOR PROGRAM501(C)(3) PUBLIC CHAMEMPHIS, TN, US$50,000
Paid GrantKALAMAZOO COUNTY READY 4'STUITION ASSISTANCE501(C)(3) PUBLIC CHAKALAMAZOO, MI, US$50,000
Paid GrantUNITED WAY OF SOUTHWEST MICHIGANEDUCATION501(C)(3) PUBLIC CHABENTON HARBOR, MI, US$35,000
Paid GrantHUMANE SOCIETY OF SW MICHIGANANIMAL RESCUE AND RE-HOMING PROGRAMS501(C)(3) PUBLIC CHABENTON HARBOR, MI, US$20,000
Paid GrantBIRTH RIGHT OF ST JOSEPHHUMAN SERVICES501(C)(3) PUBLIC CHAST JOSEPH, MI, US$15,000
Paid GrantNORTH BERRIEN SENIOR CENTERASSISTANCE TO SENIORS - PURCHASE NEW VAN501(C)(3) PUBLIC CHACOLOMA, MI, US$15,000
Paid GrantSPCA SW MICHIGANPROGRAM DEVELOPMENT501(C)(3) PUBLIC CHAKALAMAZOO, MI, US$15,000
Paid GrantCOMMUNITY FOUNDATION OF GREATER FLINTFLINT CHILD HEALTH & DEVELOPMENT FUND501(C)(3) PUBLIC CHAFLINT, MI, US$15,000
Paid GrantUNITED WAY OF SOUTHWEST MICHIGANGIRLS ON THE RUN501(C)(3) PUBLIC CHABENTON HARBOR, MI, US$5,000
Paid GrantHUMANE SOCIETY OF SW MICHIGANNEW BUILDING FUND501(C)(3) PUBLIC CHABENTON HARBOR, MI, US$1,000
Paid GrantCOMMUNITY HEALING CENTERHUMAN SERVICES501(C)(3) PUBLIC CHAKALAMAZOO, MI, US$500
Filing and Contact Details

Filer

Filer Name
Degroot Family Foundation
EIN
06-1654753
Phone
2694634835
Address
PO BOX 660, WATERVLIET, MI 49098

Signing Officer

Name
Shirley Leith
Title
President
Phone
2694634835
Signed
2017-05-01
Discuss with paid preparer
Yes

Preparer

Firm
James & Springgate Plc
Address
490 WEST SOUTH STREET, KALAMAZOO, MI 49007
Preparer
Amy L Taylor
Phone
2693840219
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm213M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ALPHABET INC. CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AMDOCS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AMERISOURCEBERGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29COGNIZANT TECHNOLOGY SOLUTIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HERSHEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JONES LANG LASALLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PAYPAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ROPER TECHNOLOGIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SYNCHRONY FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46T ROWE PRICE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49WILLIAMS-SONOMA INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0654100
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0644328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0184080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1373120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2297460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3360714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4361576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5222705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6229249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7229213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8138000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9269640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10136557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11203444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121550994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ENERGY SELECT SECTOR SPDR FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN BEACON INTERNATIONAL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DELAWARE EMERGING MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIDELITY DIVERSIFIED INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MATTHEWS PACIFIC TIGER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ALPHA SIMPLEX MANAGED FUTURES STRATEGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6TOUCHSTONE MERGER ARBITRAGE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VOYA GLOBAL REAL ESTATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FIDELITY FLOATING RATE HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9TEMPLETON GLOBAL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES TR S & P SMALLCAP 600 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES TR S&P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12S&P 500 INDEX ISHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13HARTFORD INTERNATIONAL OPPORTUNITIES Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0234245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1350935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2347236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3341754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4324892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5204789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6235513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7219701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8141223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9285105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10162274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11229823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121614303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13195686
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0159038
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0128900
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt050012
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0337950
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0337950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02120
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0128900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt035400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt035400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0396500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0396500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0768
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0159038
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0159038
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-199213
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04779980
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt050012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt050012
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01329
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01329
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0128900
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0254139
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt080454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt080454
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03357
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011702
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0442119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt083811
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0537163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0337950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0337950
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt045619
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt083811
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0140663
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt08426
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt08426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82006-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522015-10-02

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,570,070
Liabilities
$0
Net assets
$10,570,070
Revenue
$337,950
Expenses
$537,163
Net income
-$199,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.90$0.93$0.02
2023Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$0.99$0.76$0.23
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.83$0.00$8.83$0.31$0.80$0.50
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.33$0.00$9.33$0.57$0.85$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.61$0.00$9.61$0.18$0.66$0.47
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.33$0.69$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$0.44$0.64$0.20
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.61$0.54$0.07
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.34$0.54$0.20
2015Summary only. Only limited summary data is available for this year.$10.8$0.00$0.45$0.63$0.19
2014Summary only. Only limited summary data is available for this year.$11.0$0.00$2.18$0.45$1.73
2013Summary only. Only limited summary data is available for this year.$9.23$0.00$8.39$0.21$8.18
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.02$0.23$0.20
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.09$0.08$0.01