Civic Intelligence

Degroot Family Foundation

990PF • Fiscal year 2017 • EIN 06-1654753

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

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

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

22nd percentile

$14,200

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

35th percentile

0.7%

Faster asset growth than 35% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

80%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$10,639,219

Up $69,149 (+0.7%) from 2016

Net Assets

Up

$10,639,219

Up $69,149 (+0.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin67th percentile

Revenue

Up

$608,832

Up $270,882 (+80%) from 2016

Expenses

Up

$539,683

Up $2,520 (+0.5%) from 2016

Net Income

Up

$69,149

Up $268,362 (+135%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2017

Assets$10,639,219
Liabilities$0
Net Assets$10,639,219
Open 2017 Filing

Operations Trend

Revenue Growth89th 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

2017

Revenue$608,832
Expenses$539,683
Net Income$69,149
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay22nd 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-$4,000-$4,000
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
2018-05-08
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES TR S&P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10S&P 500 INDEX ISHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11HARTFORD INTERNATIONAL OPPORTUNITIES Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD SHORT TERM CORP BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FIDELITY ADVISOR DIVERSIFIED INTL Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14JHANCOCK GLOBAL ABSOLUTE RET STRATS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15NORTHERN GLOBAL REAL ESTATE INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt084183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1429409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2474337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3482401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4245612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5113024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6140988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7112104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8353326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9533282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt103558230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11427748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1224601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13391697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14586821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15235753
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0166911
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0393134
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt048787
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0608832
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0608832
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02210
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0393134
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt036400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0395750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0395750
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0461
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0166911
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0166911
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt069149
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04162045
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt048787
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt048787
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01428
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01428
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0393134
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0521526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0463
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0463
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt083607
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt083607
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03699
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0440306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt087306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0539683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0608832
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0608832
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt044556
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt087306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0143933
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06265
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362016-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512016-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532016-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602016-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612015-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632015-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642015-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662015-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672015-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682015-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692015-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702016-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712015-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722015-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802015-10-07

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,639,219
Liabilities
$0
Net assets
$10,639,219
Revenue
$608,832
Expenses
$539,683
Net income
$69,149
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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