Civic Intelligence

David F & Frances Eberhart Foundation

990PF • Fiscal year 2020 • EIN 13-3958121

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization Profile
305 East 87th StreetNew York, NY 10128

(212) 570-2400

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

27th percentile

-7.7%

Higher net margin than 27% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.3%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$5,501,497

Down $71,420 (-1.3%) from 2019

Net Assets

Down

$5,501,497

Down $33,753 (-0.6%) from 2019

Liabilities

Down

$0

Down $37,667 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin27th percentile

Revenue

Up

$353,794

Up $125,409 (+55%) from 2019

Expenses

Up

$380,970

Up $26,961 (+7.6%) from 2019

Net Income

Up

-$27,176

Up $98,448 (+78%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,243,181Liabilities 2011: $02011Assets 2012: $4,308,134Liabilities 2012: $02012Assets 2013: $4,565,326Liabilities 2013: $30,0002013Assets 2014: $5,178,935Liabilities 2014: $02014Assets 2015: $5,628,735Liabilities 2015: $02015Assets 2018: $5,674,038Liabilities 2018: $0Net Assets 2018: $5,674,0382018Assets 2019: $5,572,917Liabilities 2019: $37,667Net Assets 2019: $5,535,2502019Assets 2020: $5,501,497Liabilities 2020: $0Net Assets 2020: $5,501,4972020Assets 2021: $5,704,829Liabilities 2021: $0Net Assets 2021: $5,704,8292021Assets 2022: $5,586,752Liabilities 2022: $0Net Assets 2022: $5,586,7522022Assets 2023: $6,148,646Liabilities 2023: $0Net Assets 2023: $6,148,6462023Assets 2024: $7,019,956Liabilities 2024: $0Net Assets 2024: $7,019,9562024

Highlighted filing

2020

Assets$5,501,497
Liabilities$0
Net Assets$5,501,497
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $577,810Expenses 2011: $155,259Net Income 2011: $422,5512011Revenue 2012: $343,164Expenses 2012: $278,211Net Income 2012: $64,9532012Revenue 2013: $487,521Expenses 2013: $260,329Net Income 2013: $227,1922013Revenue 2014: $952,143Expenses 2014: $308,534Net Income 2014: $643,6092014Revenue 2015: $817,608Expenses 2015: $367,808Net Income 2015: $449,8002015Revenue 2018: $743,093Expenses 2018: $364,713Net Income 2018: $378,3802018Revenue 2019: $228,385Expenses 2019: $354,009Net Income 2019: -$125,6242019Revenue 2020: $353,794Expenses 2020: $380,970Net Income 2020: -$27,1762020Revenue 2021: $550,327Expenses 2021: $372,507Net Income 2021: $177,8202021Revenue 2022: $345,409Expenses 2022: $451,137Net Income 2022: -$105,7282022Revenue 2023: $984,851Expenses 2023: $422,957Net Income 2023: $561,8942023Revenue 2024: $1,292,125Expenses 2024: $420,815Net Income 2024: $871,3102024

Highlighted filing

2020

Revenue$353,794
Expenses$380,970
Net Income-$27,176
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID F EBERHARTPresidentPT$0--
FRANCES A EBERHARTVice PresPT$0--
WENDY F EBERHARTSec'YPT$0--
TRACY A EBERHARTTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
David F and Frances a Eberhart
EIN
13-3958121
Phone
2125702400
Address
305 EAST 87TH STREET, NEW YORK, NY 10128

Signing Officer

Name
David Eberhart
Title
President
Phone
2125702400
Signed
2021-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Berdon Llp
Address
360 MADISON AVENUE, NEW YORK, NY 10017
Preparer
Joseph Reinhardt
Phone
2128320400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391000 SHS TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40700 SHS TYLER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41200 SHS VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42310 SHS VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4312000 SHS VISTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm443000 SHS WILLDAN GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4553 SHS ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46352 SHS AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47814 SHS ARCOSA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4883 SHS AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm494240 SHS BLACKBERRY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50175 SHS BROADCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51297 SHS CANADIAN PAC RY LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521200 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm531285 SHS COLLIERS INTERNATIONAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5455 SHS CONSTELLATION SOFTWARE INC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55872 SHS DOLLAR TREE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm562085 DROPBOX INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571305 EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58850 SHS EMCOR GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm592261 SHS EXTENDED STAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm601330 SHS HERITAGE INS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61634 SHS INNOSPEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62390 SHS LIBERTY MEDIA SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63980 SHS LIBERTY MEDIA SER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64695 SHS MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6565 SHS MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661530 SHS MASTEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67700 SHS REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681812 SHS SHYFT GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69605 SHS VISTEON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm702935 SHS VISTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711000 SHS VOYA FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72831 SHS XPO LOGISTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73447 SHS ZIMMER BIOMET HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74632 SHS BCO US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75270 SHS BIOTELEMETRY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761051 SHS DENTSPLY SIRONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77812 SHS IAA US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78167 SHS ICU MEDICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79475 SHS IHS MARKIT LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm802532 SHS KAR US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81247 SHS L3 HARRIS TECHNOLOGIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm821208 SHS SSC TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83952 SHS STERICYCLE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm841500 SHS BIOMIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm856000 SHS HARVEST HEALTH & RECREATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86200 SHS HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87800 SHS OPTIMIZERX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm882000 SHS PING IDENTITY HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm896000 SHS POSTAL REALTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm901000 SHS WALT DISNEY HOLDING CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9135000 SHS ZOOMD TECHNOLOGIES LTD ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm921500 SHS ZYMEWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm931000 SHS WASTE MANAGEMENT INC (DEL) COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm945000 SHS EVOFEM BIOSCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95126200 SHS LARAMIDE RESOURCES LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt013030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt010 SHS SPDR D&P 500 RTF TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt075585
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0178209
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0253794
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0253794
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02649
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02648
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05297
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0178209
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0345000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0345000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt075585
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt075585
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-27176
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02081473
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0178209
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0220973
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt029672
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030172
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0501
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0501
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0348149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032821
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0380970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0253794
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0353794
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03149
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032821
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0636457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1754166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2142462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3370179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-24878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1191083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-13899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt321632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-24878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1191083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-13899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt321632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0611579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1945249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2128563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3391811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LONG TERM CAPITAL LOSS BASIS ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0178209
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-27176
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06577
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05508074
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05535250
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05501497
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0331567
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0331567
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0331567
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0334639
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03072
IRS990PF/DistributableAmountGrp/TotalTaxAmt03072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt09829878
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0202259
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0201906
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0197949
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04880613

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,501,497
Liabilities
$0
Net assets
$5,501,497
Revenue
$353,794
Expenses
$380,970
Net income
-$27,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$1.29$0.42$0.87
2023Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.98$0.42$0.56
2022Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.35$0.45$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.55$0.37$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.35$0.38$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.57$0.04$5.54$0.23$0.35$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.74$0.36$0.38
2015Summary only. Only limited summary data is available for this year.$5.63$0.00$0.82$0.37$0.45
2014Summary only. Only limited summary data is available for this year.$5.18$0.00$0.95$0.31$0.64
2013Summary only. Only limited summary data is available for this year.$4.57$0.03$0.49$0.26$0.23
2012Summary only. Only limited summary data is available for this year.$4.31$0.00$0.34$0.28$0.06
2011Summary only. Only limited summary data is available for this year.$4.24$0.00$0.58$0.16$0.42