Civic Intelligence

Peale Foundation Inc Co Elizabeth Allen

990PF • Fiscal year 2024 • EIN 14-1746478

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 27, 2025

Organization Profile
127 Hudson StreetRedwood City, CA 94062

(603) 359-8646

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$15,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-36%

Faster revenue growth than 8% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$10,536,102

Up $2,095,341 (+25%) from 2023

Net Assets

Up

$10,529,602

Up $2,094,341 (+25%) from 2023

Liabilities

Up

$6,500

Up $1,000 (+18%) from 2023

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Down

$606,279

Down $335,412 (-36%) from 2023

Expenses

Up

$1,049,729

Up $3,473 (+0.3%) from 2023

Net Income

Down

-$443,450

Down $338,885 (-324%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,498,929Liabilities 2011: $15,4002011Assets 2012: $6,135,835Liabilities 2012: $15,400Net Assets 2012: $6,120,4352012Assets 2013: $6,500,624Liabilities 2013: $10,600Net Assets 2013: $6,490,0242013Assets 2014: $6,919,141Liabilities 2014: $11,825Net Assets 2014: $6,907,3162014Assets 2015: $5,892,848Liabilities 2015: $56,243Net Assets 2015: $5,836,6052015Assets 2016: $6,054,595Liabilities 2016: $4,351Net Assets 2016: $6,050,2442016Assets 2017: $6,747,541Liabilities 2017: $4,351Net Assets 2017: $6,743,1902017Assets 2018: $7,145,511Liabilities 2018: $4,350Net Assets 2018: $7,141,1612018Assets 2019: $6,887,523Liabilities 2019: $4,350Net Assets 2019: $6,883,1732019Assets 2020: $7,521,408Liabilities 2020: $4,352Net Assets 2020: $7,517,0562020Assets 2021: $9,441,497Liabilities 2021: $4,350Net Assets 2021: $9,437,1472021Assets 2022: $7,154,177Liabilities 2022: $5,500Net Assets 2022: $7,148,6772022Assets 2023: $8,440,761Liabilities 2023: $5,500Net Assets 2023: $8,435,2612023Assets 2024: $10,536,102Liabilities 2024: $6,500Net Assets 2024: $10,529,6022024Assets 2025: $11,709,205Liabilities 2025: $7,500Net Assets 2025: $11,701,7052025

Highlighted filing

2024

Assets$10,536,102
Liabilities$6,500
Net Assets$10,529,602
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $526,819Expenses 2011: $710,475Net Income 2011: -$183,6562011Expenses 2012: $645,5282012Expenses 2013: $567,0702013Revenue 2014: $537,396Expenses 2014: $624,998Net Income 2014: -$87,6022014Revenue 2015: $516,910Expenses 2015: $658,054Net Income 2015: -$141,1442015Revenue 2016: $336,158Expenses 2016: $604,054Net Income 2016: -$267,8962016Revenue 2017: $560,939Expenses 2017: $555,731Net Income 2017: $5,2082017Revenue 2018: $317,800Expenses 2018: $689,058Net Income 2018: -$371,2582018Revenue 2019: $481,618Expenses 2019: $684,933Net Income 2019: -$203,3152019Revenue 2020: $729,161Expenses 2020: $614,535Net Income 2020: $114,6262020Revenue 2021: $750,565Expenses 2021: $456,182Net Income 2021: $294,3832021Revenue 2022: $810,481Expenses 2022: $904,264Net Income 2022: -$93,7832022Revenue 2023: $941,691Expenses 2023: $1,046,256Net Income 2023: -$104,5652023Revenue 2024: $606,279Expenses 2024: $1,049,729Net Income 2024: -$443,4502024Revenue 2025: $1,099,642Expenses 2025: $1,111,692Net Income 2025: -$12,0502025

Highlighted filing

2024

Revenue$606,279
Expenses$1,049,729
Net Income-$443,450
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 27, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA EHRHARDTPresidentPT$15,000-$15,000
JENNIFER EVERETTSecretaryPT$15,000-$15,000
LAURA POPLACKTreasurerPT$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
Peale Foundation Inc
EIN
14-1746478
Phone
6033598646
Address
127 HUDSON STREET, REDWOOD CITY, CA 94062

Signing Officer

Name
Laura Poplack
Title
Treasurer
Signed
2025-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Sperduto Spector & Co CPAs PC
Address
15 Chester Avenue, White Plains, NY 10601
Preparer
Joseph R Sperduto
Phone
9144483050
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72,052 CONOCO PHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8400 GOLDMAN SACHS GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92,000 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101,800 ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11800 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122,000 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13800 VISA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142,560 ALPHABET INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151,596 AMERICAN EXPRESS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16713 BERKSHIRE HATHAWAY INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm175,200 ISHARES US TECHNOLOGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182,039 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192,025 PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20604 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21676 PROGRESSIVE CORP-OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221,300 FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2375 ACADIA HEALTHCARE CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2425 APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2540 BOOZ ALLEN HAMILTON HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2624 BURLINGTON STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2720 CAVCO INDS INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28140 COGNEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2960 DORMAN PRODUCTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3050 EXPONENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3130 EAGLE MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3280 GLACIER BANKCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3328 NORDSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3480 PINNACLE FINL PARTNERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3595 PORTLAND GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3629 QUAKER HOUGHTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3755 RPM INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3822 RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3932 SILICON LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40130 SCHNEIDER NATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4150 TORO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4216 ZEBRA TECHNOLOGIES CORP-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431,500 AMAZON.COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4413 BIO-RAD LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4530 CARTER'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4650 HEXCEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4757 TEXAS ROADHOUSE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481,500 AMAZON.COM, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492,207 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50120 ATLANTIC UNION BANKSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51115 BJS WHOLESALE CLUB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5260 ENTEGRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5325 GRAND CANYON EDUCATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5437 JAZZ PHARMACEUTICALS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5545 NEUROCRINE BIOSCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5615 VAIL RESORTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5760 GIBRALTAR INDUSTRIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5840 BRIGHT HORIZONS FAMILY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5965 FEDERAL SIGNAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6095 GLOBUS MEDICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6145 IDACORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6250 INTEGER HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6312 KINSALE CAPITAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6428 LANCASTER COLONY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65100 PERFORMANCE FOOD GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6638 PIPER SANDLER COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67105 VOYA FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68200 COSTCO WHOLESALE CORP. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6925 COMFORT SYSTEMS USA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70265 ELEMENT SOLUTIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71360 GATES INDUSTRIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7270 GENTHERM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7332 MANHATTAN ASSOCIATES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7432 PAYLOCITY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm752,189 INTEL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76700 META PLATFORMS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7780 CHAMPIONX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78110 COLUMBUS MCKINNON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7931 GLOBANT S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8085 HALOZYME THERAPEUTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8155 HOLOGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8270 INTRA CELLULAR THERAPIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8323 LINCOLN ELEC HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84165 MAGNOLIA OIL & GAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8580 VERICEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm861,000 UPSTART HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm876965.93 WCM FOCUSED INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88400 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8985 AZENTA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90595 CCC INTELLIGENT SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9124CHART INDUSTRIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9233 CYBERARK SOFTWARE LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9333 IDEX CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9445 ITT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9550 MACOM TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9612 MARKETAXESS HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9770 MATADOR RESOURCES COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9895 OVINTIV INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9960 STIFEL FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10055 WINTRUST FINANCIAL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101190 API GROUP CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10230 CHURCHILL DOWNS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10316 GROUP 1 AUTOMOTIVE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10440 INSMED INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10525 NATERA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106205 PERMIAN RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10770 PROCORE TECHNOLOGIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10825 SIMPSON MANUFACTURING CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10941 SITEONE LANDSCAPE SUPPLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110140 TANDEM DIABETES CARE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111120 TRI POINTE HOMES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11235 UMB FINANCIAL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1131,200 PROGRESSIVE CORP COM
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0109711
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0219452
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03142
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ROYALTY INCOME
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0386827
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0219452
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0606279
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04640
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06960
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0112853
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0219452
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0808598
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0808598
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0109711
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0109711
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0109711
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-443450
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0662763
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03142
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03142
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03142
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0219452
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0430572
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0125632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0163916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0273974
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0273974
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt020615
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0175707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01049729
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0606279
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0606279
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt065424
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0241131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12002-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41998-07-28

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,536,102
Liabilities
$6,500
Net assets
$10,529,602
Revenue
$606,279
Expenses
$1,049,729
Net income
-$443,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.7$0.01$11.7$1.10$1.11$0.01
2024Detailed filing. Detailed filing data is available for this year.$10.5$0.01$10.5$0.61$1.05$0.44
2023Detailed filing. Detailed filing data is available for this year.$8.44$0.01$8.44$0.94$1.05$0.10
2022Detailed filing. Detailed filing data is available for this year.$7.15$0.01$7.15$0.81$0.90$0.09
2021Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.75$0.46$0.29
2020Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.73$0.61$0.11
2019Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.88$0.48$0.68$0.20
2018Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.14$0.32$0.69$0.37
2017Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.74$0.56$0.56$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.34$0.60$0.27
2015Detailed filing. Detailed filing data is available for this year.$5.89$0.06$5.84$0.52$0.66$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.92$0.01$6.91$0.54$0.62$0.09
2013Detailed filing. Detailed filing data is available for this year.$6.50$0.01$6.49$0.57
2012Detailed filing. Detailed filing data is available for this year.$6.14$0.02$6.12$0.65
2011Summary only. Only limited summary data is available for this year.$5.50$0.02$0.53$0.71$0.18