Civic Intelligence

Adelphic Educational Fund In

990PF • Fiscal year 2015 • EIN 06-6023615

May 01, 2014 to Apr 30, 2015 • Filed on Jun 03, 2015

Organization Profile
C/O George McKelvey Co 529 WashingtSea Girt, NJ 08750

(732) 449-5323

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

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

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

75th percentile

9.4%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

86th percentile

43%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,022,022

Up $87,750 (+9.4%) from 2014

Net Assets

Up

$1,021,780

Up $88,456 (+9.5%) from 2014

Liabilities

Down

$242

Down $706 (-74%) from 2014

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin92nd percentile

Revenue

Up

$145,396

Up $43,703 (+43%) from 2014

Expenses

Up

$59,797

Up $4,973 (+9.1%) from 2014

Net Income

Up

$85,599

Up $38,730 (+83%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $822,872Liabilities 2010: -$409Net Assets 2010: $823,2812010Assets 2011: $843,492Liabilities 2011: $284Net Assets 2011: $843,2082011Assets 2012: $847,725Liabilities 2012: -$29Net Assets 2012: $847,7542012Assets 2013: $874,073Liabilities 2013: -$41Net Assets 2013: $874,1142013Assets 2014: $934,272Liabilities 2014: $948Net Assets 2014: $933,3242014Assets 2015: $1,022,022Liabilities 2015: $242Net Assets 2015: $1,021,7802015Assets 2016: $1,092,668Liabilities 2016: -$815Net Assets 2016: $1,093,4832016Assets 2017: $1,095,956Liabilities 2017: -$397Net Assets 2017: $1,096,3532017Assets 2018: $1,321,981Liabilities 2018: $0Net Assets 2018: $1,321,9812018Assets 2019: $1,323,653Liabilities 2019: $0Net Assets 2019: $1,323,6532019Assets 2020: $1,269,985Liabilities 2020: $0Net Assets 2020: $1,269,9852020Assets 2021: $1,251,836Liabilities 2021: $0Net Assets 2021: $1,251,8362021Assets 2022: $1,284,886Liabilities 2022: $0Net Assets 2022: $1,284,8862022Assets 2023: $1,278,736Liabilities 2023: $0Net Assets 2023: $1,278,7362023Assets 2024: $1,330,154Liabilities 2024: $0Net Assets 2024: $1,330,1542024Assets 2025: $1,302,883Liabilities 2025: $0Net Assets 2025: $1,302,8832025

Highlighted filing

2015

Assets$1,022,022
Liabilities$242
Net Assets$1,021,780
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $44,2132010Expenses 2011: $53,1572011Expenses 2012: $35,1642012Revenue 2013: $77,376Expenses 2013: $51,016Net Income 2013: $26,3602013Revenue 2014: $101,693Expenses 2014: $54,824Net Income 2014: $46,8692014Revenue 2015: $145,396Expenses 2015: $59,797Net Income 2015: $85,5992015Revenue 2016: $86,468Expenses 2016: $66,607Net Income 2016: $19,8612016Revenue 2017: $54,049Expenses 2017: $81,351Net Income 2017: -$27,3022017Revenue 2018: $269,650Expenses 2018: $44,023Net Income 2018: $225,6272018Revenue 2019: $52,222Expenses 2019: $55,526Net Income 2019: -$3,3042019Revenue 2020: $52,962Expenses 2020: $87,767Net Income 2020: -$34,8052020Revenue 2021: $71,643Expenses 2021: $95,518Net Income 2021: -$23,8752021Revenue 2022: $126,346Expenses 2022: $93,296Net Income 2022: $33,0502022Revenue 2023: $95,941Expenses 2023: $101,059Net Income 2023: -$5,1182023Revenue 2024: $151,284Expenses 2024: $98,990Net Income 2024: $52,2942024Revenue 2025: $114,751Expenses 2025: $139,934Net Income 2025: -$25,1832025

Highlighted filing

2015

Revenue$145,396
Expenses$59,797
Net Income$85,599
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Jun 3, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH KENDALLPresident-$0--
ROBERT MCKELVEYTreasuer-$0--
E JENNY K FLANAGANSecretary-$0--
EDWARD CERNY 111Trustee-$0--
ROBERT GERSHENTrustee-$0--
E JENNY K FLANAGANTrustee-$0--
L RUSSELL EVANS JRTrustee-$0--
JOHN HOLMAN 111Trustee-$0--
M CARL JOHNSON 111Trustee-$0--
SARAH KENDALLTrustee-$0--
WILLIAM WASCHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Adelphic Educational Fund
EIN
06-6023615
Phone
7324495323
Address
C/O George McKelvey Co 529 Washingt, Sea Girt, NJ 08750

Signing Officer

Name
Robert G Mckelvey
Title
President
Phone
7324495323
Signed
2015-06-03

Preparer

Firm
Robert L Doremus CPA
Address
PO Box 162, Sea Girt, NJ 08750
Preparer
Robert Doremus
Raw XML AppendixShowing 400 of 969 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Part XV Supplementary Information
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0QUESTION 2D PREFERENCE IS GIVEN TO WESLEYAN STUDENTS WHO ARE MEMBERS OF THE MIDDLETOWN CHAPTER OF THE ALPHA DELTA PHI FATERNITY THOUGH ALL MAY APPLY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Amgen Inc 2.3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Anheuser Busch 2.150%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ATT 1.40%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Berkshire Hathaway 2.0%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CVS Caremark 2.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5DuPont E I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Kellogg Co 1.750%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Oracle Corp 2.250%
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2026040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2110258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2230540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2319296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2418788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2519377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2622150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2714015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2829800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2936547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3011826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3126292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3222750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3330264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3433025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3542669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Actavis
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Air Lease Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AmerisourceBergen
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Aqua America Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Canadian Pacific Railway
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CDK Global Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Chubb
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Costco
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Enterprise Products
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12First American Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Freeport-McMoran Copper
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Google Inc C1 A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Google Inc C1 C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HCP Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Home Depot Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Horace Mann Eductors
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Integrys Energy Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Intel
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MetLife
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Novartis
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Penn National Gaming Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Realty Income Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Royal Dutch Shell PC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Southern Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Southwestern Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Spectra Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Sunoco LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Teekay LNG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Unilever
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32United Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Verizon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Visa Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Waste Connections
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt020458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt148226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt219937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt313719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt412307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt517143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt623637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt726396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Dodge & Cox Internaltional
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Harbor Intl
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Heartland Value Plus
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3iShares S&P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Oppenheimer Developing
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Royce-Micro
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6T-Rowe Price Mid-Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Loomis-Sayles Sr
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019968
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt164011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt220609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt331686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt518065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt640003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt725549
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0611310
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt036228
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0611310
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt094124
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/BusinessCd0611310
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt094124
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt036234
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0130358
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01686
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt094124
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt032783
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt032783
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt015038
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036228
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036228
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt085599
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0274774
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt094124
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0127087
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01686
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010869
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt010633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013904
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt053416
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt059797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0130358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0145396
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020633
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03271
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32005-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41983-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62005-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71983-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81983-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132007-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142003-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt026253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt120239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt231317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt520658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt67835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt82917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt915038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1014836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1218772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt137405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt110

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Filings

Displayed year

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

Open filing
Assets
$1,022,022
Liabilities
$242
Net assets
$1,021,780
Revenue
$145,396
Expenses
$59,797
Net income
$85,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.11$0.14$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.15$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.10$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.13$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.05$0.06$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.27$0.04$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.15$0.06$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.10$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08$0.05$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.04
Peer Organizations

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