Civic Intelligence

Allied Educational Foundation

990PF • Fiscal year 2018 • EIN 13-6202432

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 17, 2019

Organization Profile
13836 Rivoli DrivePalm Beach Gardens, FL 33410

(201) 569-8180

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

1.26x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

1st percentile

-25990%

Higher net margin than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$12,500

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 531.7% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

6th percentile

-19%

Faster asset growth than 6% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,339,554

Down $1,008,875 (-19%) from 2017

Net Assets

Down

$4,336,598

Down $1,010,015 (-19%) from 2017

Liabilities

Up

$2,956

Up $1,140 (+63%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin1st percentile

Revenue

Down

$2,351

Down $335,969 (-99%) from 2017

Expenses

Down

$613,387

Down $24,226 (-3.8%) from 2017

Net Income

Down

-$611,036

Down $311,743 (-104%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $6,495,247Liabilities 2012: $4,5492012Assets 2013: $6,393,969Liabilities 2013: $1,546Net Assets 2013: $6,392,4232013Assets 2014: $6,403,380Liabilities 2014: $0Net Assets 2014: $6,403,3802014Assets 2015: $5,791,898Liabilities 2015: $7,225Net Assets 2015: $5,784,6732015Assets 2016: $5,459,947Liabilities 2016: $0Net Assets 2016: $5,459,9472016Assets 2017: $5,348,429Liabilities 2017: $1,816Net Assets 2017: $5,346,6132017Assets 2018: $4,339,554Liabilities 2018: $2,956Net Assets 2018: $4,336,5982018Assets 2019: $4,285,880Liabilities 2019: $0Net Assets 2019: $4,285,8802019Assets 2020: $4,103,090Liabilities 2020: $2,159Net Assets 2020: $4,100,9312020Assets 2021: $3,930,336Liabilities 2021: $1,878Net Assets 2021: $3,928,4582021Assets 2022: $3,015,817Liabilities 2022: $34,752Net Assets 2022: $2,981,0652022Assets 2023: $2,977,466Liabilities 2023: $36,129Net Assets 2023: $2,941,3372023Assets 2024: $2,845,926Liabilities 2024: $103,243Net Assets 2024: $2,742,6832024

Highlighted filing

2018

Assets$4,339,554
Liabilities$2,956
Net Assets$4,336,598
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2012: $574,004Expenses 2012: $686,228Net Income 2012: -$112,2242012Revenue 2013: $386,954Expenses 2013: $591,292Net Income 2013: -$204,3382013Revenue 2014: $335,876Expenses 2014: $571,488Net Income 2014: -$235,6122014Revenue 2015: $161,817Expenses 2015: $639,397Net Income 2015: -$477,5802015Revenue 2016: $279,061Expenses 2016: $623,389Net Income 2016: -$344,3282016Revenue 2017: $338,320Expenses 2017: $637,613Net Income 2017: -$299,2932017Revenue 2018: $2,351Expenses 2018: $613,387Net Income 2018: -$611,0362018Revenue 2019: $408,233Expenses 2019: $558,312Net Income 2019: -$150,0792019Revenue 2020: $96,948Expenses 2020: $464,245Net Income 2020: -$367,2972020Revenue 2021: $200,856Expenses 2021: $448,534Net Income 2021: -$247,6782021Revenue 2022: $35,463Expenses 2022: $434,191Net Income 2022: -$398,7282022Revenue 2023: -$29,325Expenses 2023: $375,590Net Income 2023: -$404,9152023Revenue 2024: $165,788Expenses 2024: $346,308Net Income 2024: -$180,5202024

Highlighted filing

2018

Revenue$2,351
Expenses$613,387
Net Income-$611,036
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James CrowleyTrustee-$12,500-$12,500
Herbert PobinerTrustee-$12,500-$12,500
David GlazerTrustee-$10,000-$10,000
Bertram GelfandTrustee-$10,000-$10,000
Joffrey PearlmanTrustee-$10,000-$10,000
Bruce RogersTrustee-$10,000-$10,000
Adam TroyTrustee-$10,000-$10,000
Stephen CamadecoTrustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Allied Educational Foundation
EIN
13-6202432
Phone
2015698180
Address
13836 Rivoli Drive, Palm Beach Gardens, FL 33410

Signing Officer

Name
Stephen Barasch
Title
Chairman
Signed
2019-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Zelin & Associates CPA LLC
Address
555 8th Ave Ste 1203, New York, NY 10018
Preparer
Edward B Newman
Phone
6466784496
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Foundation is not required to file Form 990-PF with the State of Florida.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt651298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt661340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt692744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt702621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt711400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt722524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt734108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt743160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt754904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt762969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt772276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt782722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt792651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt803856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8145827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82148997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8312672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8455040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85114128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86106686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt872825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt884839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt891336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt901721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt912670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt921293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt931319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt941281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt954412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt964080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt972424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt983058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt992066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1002522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1011294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1022284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1032991
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1051231
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1091413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1105700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1111391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1122868
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1152801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1161333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1171489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1181247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1192779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1201442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1211253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1221288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1231274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1241262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125180129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126220077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127248088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12898089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129110374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13042426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131279347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13269885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133108583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Bank of N.Y. 5.2% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Bank of America Corp 6% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BB & T Corp.SER G 5.2% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BB&T Corp 5.625% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Capital One Finl 6% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DTE Energy 5.25% Pfd Ser. C.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Hartford Finl 7.875% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Kimco Realty 5.5% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Morgan Stanley Pfd Ser A Perp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Nextera Energy 5% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PNC Financial Var Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Public Storage 5.875% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Senior Housing 5.625% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13State Street Crp 5.25% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14US Bancorp Pfd perp. variable
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Allstate 5.1% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Axis Capital 5.5% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BB & T Corp. 5.2% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Citigroup Var Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Digital Realty 5.875% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Integrys Energy 6.0% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JP Morgan Chase 6.3% pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Kimco Realty 5.625% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PPL Capital Fdg. 5.9% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Prudential Fin. 5.7% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Public Storage 5.2% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Public Storage 5.2% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Renaissancere 5.375% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Ventas Realty LP 5.45% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Vornado 5.4% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30WR Berkely Corp. 5.625% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Principal Fds. Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Allstate 6.625% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33American Financial Group 6.25% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Bank of America 6.625% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Capital One Fin. Corp. 6.25% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Capital One Fin 6.7% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Citigroup Inc. 7.125% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Citigroup Inc. 6.875% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Digital Realty 7.375% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Goldman Sachs Var. Pfd. Ser J
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Goldman Sachs Var Pfd. Fix to Flt.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JP Morgan Chase 6.7% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Morgan Stanley Var Pfd. 10/15/23
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Morgan Stanley Var Floating 1/15/24
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Nextera Energy 5.125% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Public Storage 5.875% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Public Storage 6.375% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Public Storage 6% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Regions Finl. Var Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50State Street Corp. 6% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51State Street Corp. Fix to Float Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Verizon Communications Pfd. 5.9%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Wells Fargo Var. Pfd. 9/15/23
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Wells Fargo Var Pfd. 3/15/24
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56AMERICAN FIN GRP 6% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57BANK OF AMERICA 6.50% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CAPITAL ONE FIN. 6.2% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59CHARLES SCHWAB 6% PFD 12/01/20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JP MORGAN 6.125% PFD 3/1/2020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MORGAN STANLEY 6.625% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Arch Cap. Grp. 5.25% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63BB &T Corp. 5.625% Pfd. Perp. Mat.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Dominion Res. 5.25% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65DTE 5.375% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Entergy AR 4.875% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Entergy Arkansas Inc. 4.9% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Entergy of LA 4.7% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Entergy LA 4.875% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Entergy MS 4.90% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Entergy NoLA Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72GATX Corp 5.625% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Goldman Sachs 6.3% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74Nextera Energy 5.25% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PS Bus Parks 5.20% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Public Storage 4.90% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Reinsurance Group Amer 6.20% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78State Street Corp. 5.35% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79Wells Fargo & Co. 5.50% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WR Berkley Co. 5.75% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UBS AG Jersey Brh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82Wisdom Tree Emerging ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83Gamco Natural Resources
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84Kayne Anderson MLP Investment Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85Invesco ETF Int'l Div. Achievers
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86Ishares MSCI EAFE Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87Alabama Pwr Co 5% pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88Arch Cap Group Ltd. 5.45% Pfd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89AT & T Inc. 5.35% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90Capital One Fin. 6% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91DTE Energy 5.25% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92Federal Realty Inv Tr. Pfd.

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,339,554
Liabilities
$2,956
Net assets
$4,336,598
Revenue
$2,351
Expenses
$613,387
Net income
-$611,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.85$0.10$2.74$0.17$0.35$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.04$2.94$0.03$0.38$0.40
2022Detailed filing. Detailed filing data is available for this year.$3.02$0.03$2.98$0.04$0.43$0.40
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.20$0.45$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.10$0.46$0.37
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.41$0.56$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.00$0.61$0.61
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.34$0.64$0.30
2016Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.28$0.62$0.34
2015Detailed filing. Detailed filing data is available for this year.$5.79$0.01$5.78$0.16$0.64$0.48
2014Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.34$0.57$0.24
2013Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.39$0.59$0.20
2012Summary only. Only limited summary data is available for this year.$6.50$0.00$0.57$0.69$0.11