Civic Intelligence

The Louis Calder Foundation

990PF • Fiscal year 2019 • EIN 13-6015562

Nov 01, 2018 to Oct 31, 2019 • Filed on Apr 22, 2020

Organization Profile

View Organization Page

999 18th Street No 2350SDenver, CO 80202

(720) 943-9865

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$280,324

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$183,822,034

Up $21,902,569 (+14%) from 2015

Net Assets

$183,822,034

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin85th percentile

Revenue

Down

$14,696,625

Down $1,572,250 (-9.7%) from 2015

Expenses

Down

$9,747,598

Down $346,232 (-3.4%) from 2015

Net Income

Down

$4,949,027

Down $1,226,018 (-20%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300M$200M$100M$0Assets 2011: $146,507,283Liabilities 2011: $02011Assets 2012: $152,434,715Liabilities 2012: $02012Assets 2013: $166,483,274Liabilities 2013: $02013Assets 2014: $168,749,214Liabilities 2014: $02014Assets 2015: $161,919,465Liabilities 2015: $02015Assets 2019: $183,822,034Liabilities 2019: $0Net Assets 2019: $183,822,0342019Assets 2020: $188,480,821Liabilities 2020: $0Net Assets 2020: $188,480,8212020Assets 2021: $216,288,032Liabilities 2021: $0Net Assets 2021: $216,288,0322021Assets 2022: $170,366,757Liabilities 2022: $0Net Assets 2022: $170,366,7572022Assets 2023: $171,380,883Liabilities 2023: $0Net Assets 2023: $171,380,8832023Assets 2024: $194,177,460Liabilities 2024: $0Net Assets 2024: $194,177,4602024

Highlighted filing

2019

Assets$183,822,034
Liabilities$0
Net Assets$183,822,034
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MRevenue 2011: $10,364,897Expenses 2011: $8,679,861Net Income 2011: $1,685,0362011Revenue 2012: $9,624,151Expenses 2012: $8,585,631Net Income 2012: $1,038,5202012Revenue 2013: $10,996,831Expenses 2013: $9,302,449Net Income 2013: $1,694,3822013Revenue 2014: $9,087,719Expenses 2014: $9,937,360Net Income 2014: -$849,6412014Revenue 2015: $16,268,875Expenses 2015: $10,093,830Net Income 2015: $6,175,0452015Revenue 2019: $14,696,625Expenses 2019: $9,747,598Net Income 2019: $4,949,0272019Revenue 2020: $11,713,417Expenses 2020: $11,087,184Net Income 2020: $626,2332020Revenue 2021: $22,000,872Expenses 2021: $12,141,785Net Income 2021: $9,859,0872021Revenue 2022: $15,916,968Expenses 2022: $11,524,032Net Income 2022: $4,392,9362022Revenue 2023: $11,695,845Expenses 2023: $10,920,251Net Income 2023: $775,5942023Revenue 2024: $12,952,023Expenses 2024: $10,652,996Net Income 2024: $2,299,0272024

Highlighted filing

2019

Revenue$14,696,625
Expenses$9,747,598
Net Income$4,949,027
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Apr 22, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER D CALDERExecutive Director/TrusteeFT$280,324-$280,324
FRANK E SHANLEYTrusteePT$120,324-$120,324
M ALEXANDER CALDERTrusteePT$86,681-$86,681
Filing and Contact Details

Filer

Filer Name
The Louis Calder Foundation
EIN
13-6015562
Phone
7209439865
Address
999 18TH STREET NO 2350S, DENVER, CO 80202

Signing Officer

Name
M Alexander Calder
Title
Executive Dir./trustee
Phone
7209439865
Signed
2020-04-22
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022
Preparer
Thomas Blaney
Phone
2122862600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20BBH CAPITAL PARTNERS OPPORTUNITIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21LONGLEAF PART SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22BBH PART-INTL EQTY-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23BBH LIMITED DURATION-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24BBH INCOME FUND-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25DODGE & COX INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26DOUBLELINE TTL RTRN BND-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27JPM MANAGED INCOME FD - USD - L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28LORD ABBETT SHRT DUR INC-F3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29MTRPLTN WST TTL RTRN BND-PLN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30PIMCO TOTAL RETURN FD-INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31VANGUARD TOTAL BOND MARKET INDEX FUND-ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32SCHWAB U.S. TIPS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0336759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1447360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2572262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3772162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43544219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt55612211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6271150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72226172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8446862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9359973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101812184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111541794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12682459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt139304584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148664593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1510673523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt166426534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1721962668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt184921469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1939098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20268793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213842675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt226316135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2312113815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt243687686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt255322147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt265291844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt271310067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt281083614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt293343196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt301205882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt317187418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt322061055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03307004
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011234450
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt018135
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0137036
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt014696625
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt014696625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt045742
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04478
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt050220
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09143291
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0305034
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0182295
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0487329
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06591150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06591150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03396364
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03307004
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04949027
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt033330811
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018135
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0106503
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0106503
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011234450
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010903098
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt063592
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt06225
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt069817
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0375288
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0375288
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0106397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0635593
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0193392
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0153929
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0137036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0853129
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01366801
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt096307
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt03168
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt099475
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0115609
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0371410
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07718157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01808621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09747598
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012711719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt014696625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01127007
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01808621
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03156448
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt028144
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt08069
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt036213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt022402601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1600720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2689393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt545861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6125987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04146270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2202808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4167186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-9103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-50324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7601535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-43036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9248152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-44826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-45135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1223831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131133899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt145218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1560986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16255668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-190556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt181699689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19978429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04146270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2202808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4167186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-9103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-50324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7601535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-43036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9248152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-44826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-45135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1223831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131133899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt145218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1560986

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,822,034
Liabilities
$0
Net assets
$183,822,034
Revenue
$14,696,625
Expenses
$9,747,598
Net income
$4,949,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$194$0.00$194$13.0$10.7$2.30
2023Detailed filing. Detailed filing data is available for this year.$171$0.00$171$11.7$10.9$0.78
2022Detailed filing. Detailed filing data is available for this year.$170$0.00$170$15.9$11.5$4.39
2021Detailed filing. Detailed filing data is available for this year.$216$0.00$216$22.0$12.1$9.86
2020Detailed filing. Detailed filing data is available for this year.$188$0.00$188$11.7$11.1$0.63
2019Detailed filing. Detailed filing data is available for this year.$184$0.00$184$14.7$9.75$4.95
2015Summary only. Only limited summary data is available for this year.$162$0.00$16.3$10.1$6.18
2014Summary only. Only limited summary data is available for this year.$169$0.00$9.09$9.94$0.85
2013Summary only. Only limited summary data is available for this year.$166$0.00$11.0$9.30$1.69
2012Summary only. Only limited summary data is available for this year.$152$0.00$9.62$8.59$1.04
2011Summary only. Only limited summary data is available for this year.$147$0.00$10.4$8.68$1.69