Civic Intelligence

Pierson K Miller Tua Irrv Portion Tr

990PF • Fiscal year 2023 • EIN 16-6552192

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2024

Organization Profile
626 Commerce Drive - 3rd FloorAmherst, NY 14228

(717) 240-4505

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.00x

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

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Net Margin

26th percentile

-95%

Higher net margin than 26% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

95th percentile

$103,803

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Asset Growth

30th percentile

-3.3%

Faster asset growth than 30% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

-4.2%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$9,625,801

Down $331,819 (-3.3%) from 2022

Net Assets

Down

$9,625,801

Down $331,819 (-3.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin26th percentile

Revenue

Down

$344,982

Down $15,139 (-4.2%) from 2022

Expenses

Down

$672,561

Down $14,389 (-2.1%) from 2022

Net Income

Down

-$327,579

Down $750 (-0.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,870,141Liabilities 2011: $02011Assets 2012: $8,745,743Liabilities 2012: $0Net Assets 2012: $8,745,7432012Assets 2013: $9,367,605Liabilities 2013: $0Net Assets 2013: $9,367,6052013Assets 2014: $9,290,581Liabilities 2014: $0Net Assets 2014: $9,290,5812014Assets 2015: $8,984,326Liabilities 2015: $0Net Assets 2015: $8,984,3262015Assets 2016: $8,845,294Liabilities 2016: $0Net Assets 2016: $8,845,2942016Assets 2017: $9,291,517Liabilities 2017: $0Net Assets 2017: $9,291,5172017Assets 2018: $9,212,682Liabilities 2018: $0Net Assets 2018: $9,212,6822018Assets 2019: $10,258,291Liabilities 2019: $0Net Assets 2019: $10,258,2912019Assets 2020: $9,789,053Liabilities 2020: $0Net Assets 2020: $9,789,0532020Assets 2021: $10,285,888Liabilities 2021: $0Net Assets 2021: $10,285,8882021Assets 2022: $9,957,620Liabilities 2022: $0Net Assets 2022: $9,957,6202022Assets 2023: $9,625,801Liabilities 2023: $0Net Assets 2023: $9,625,8012023Assets 2024: $9,703,966Liabilities 2024: $0Net Assets 2024: $9,703,9662024

Highlighted filing

2023

Assets$9,625,801
Liabilities$0
Net Assets$9,625,801
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $229,954Expenses 2011: $525,221Net Income 2011: -$295,2672011Expenses 2012: $511,1952012Revenue 2013: $1,172,231Expenses 2013: $550,202Net Income 2013: $622,0292013Revenue 2014: $554,199Expenses 2014: $630,402Net Income 2014: -$76,2032014Revenue 2015: $288,125Expenses 2015: $593,950Net Income 2015: -$305,8252015Revenue 2016: $418,094Expenses 2016: $557,108Net Income 2016: -$139,0142016Revenue 2017: $1,022,710Expenses 2017: $574,631Net Income 2017: $448,0792017Revenue 2018: $591,951Expenses 2018: $667,216Net Income 2018: -$75,2652018Revenue 2019: $1,629,145Expenses 2019: $581,636Net Income 2019: $1,047,5092019Revenue 2020: $266,301Expenses 2020: $737,940Net Income 2020: -$471,6392020Revenue 2021: $1,240,768Expenses 2021: $738,521Net Income 2021: $502,2472021Revenue 2022: $360,121Expenses 2022: $686,950Net Income 2022: -$326,8292022Revenue 2023: $344,982Expenses 2023: $672,561Net Income 2023: -$327,5792023Revenue 2024: $740,794Expenses 2024: $651,405Net Income 2024: $89,3892024

Highlighted filing

2023

Revenue$344,982
Expenses$672,561
Net Income-$327,579
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 2, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M T BANKTrustee-$103,803-$103,803
Filing and Contact Details

Filer

Filer Name
Miller Pierson Post Dod
EIN
16-6552192
Phone
7172404505
Address
626 COMMERCE DRIVE - 3RD FLOOR, AMHERST, NY 14228

Signing Officer

Name
M T Trust Company
Title
SVP
Phone
7172404505
Signed
2024-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer
Sandra Murphy
Phone
8043446000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5468389X105 ORACLE CORPORATION C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5570450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56713448108 PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57718172109 PHILIP MORRIS INTL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59747525103 QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6075887109 BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm618.7611999999 TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63855244109 STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64872540109 TJX COMPANIES COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6588160R101 TESLA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66902973304 U S BANCORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67907818108 UNION PACIFIC CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6991324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm709158106 AIR PRODUCTS & CHEMICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7191913Y100 VALERO ENERGY CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7292828N593 VIRTUS KAR SMALL-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7397181C431 WILMINGTON REAL ASSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7497181C787 WILMINGTON INTERNATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7598419M100 XYLEM INC-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7698978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77G1151C101 ACCENTURE PLC- CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78G51502105 JOHNSON CONTROLS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79G8994E103 TRANE TECHNOLOGIES P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80G96629103 WILLIS TOWERS WATSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CHEVRON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CISCO SYSTEMS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FEDEX CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PHILIP MORRIS INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DANAHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11COMCAST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12LOWES COMPANIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13OMNICOM GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17METLIFE INCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19MERCK & COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23EOG RESOURCES INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25U S BANCORP DEL COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ANALOG DEVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28MORGAN STANLEY INSTL FD INC GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30COSTCO WHOLESALE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32ALLSTATE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34AMERICAN ELECTRIC POWER CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35ISHARES CORE MSCI EMERGING MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36EXPEDIA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37SHERWIN WILLIAMS CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38TARGET CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39TJX COMPANIES COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40ESTEE LAUDER COMPANIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44BROADCOM LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46CMS ENERGY CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47ISHARES CORE MSCI EAFEETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48WALT DISNEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49AMAZON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50BOOKING HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51MCDONALD'S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52VALERO ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53BANK AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54BECTRON DICKINSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55CVS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56GILEAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57AIR PRODUCTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58ACCENTURE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59WILLIS TOWERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60MEDTRONIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61WCM FOCUSED INTL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62WILMINGTON INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63METWEST TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64WILMINGTON BROAD MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65AMERICAN BEACON SIM H/Y-INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66WILMINGTON REAL ASSET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67HOME DEPOT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68NIKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69STARBUCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70RAYTHEON TECHN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71XYLEM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72ADOBE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73AVALONBAY COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74JOHNSON CONTROLS INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75TRANE TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76ACTIVISION BLIZZARD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77META PLATFORMS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78V F CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79WELLS FARGO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80AMG RIVER RD SC VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81ARTISAN SC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82ISHARES S&P SC 600 VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83VIRTUS SEIX FLT RT HI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84ELEVANCE HEALTH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85UNITED PARCEL SERVICE CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86INTUIT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87NVIDIA CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89WILMINGTON TRUST BANK DEPOSIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90WILMINGTON US GOVERNMENT MM FD
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0303287
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031609
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010086
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0344982
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0344982
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031609
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0103803
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0103803
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0560000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0560000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0300062
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0303287
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-327579
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02052049
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010086
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010086
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031609
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0233111
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04843
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0560000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0108646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0672561
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0341757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0344982
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0108646
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0112561
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-12-09

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,625,801
Liabilities
$0
Net assets
$9,625,801
Revenue
$344,982
Expenses
$672,561
Net income
-$327,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$0.00$9.70$0.74$0.65$0.09
2023Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$0.34$0.67$0.33
2022Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.36$0.69$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.24$0.74$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.79$0.00$9.79$0.27$0.74$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.63$0.58$1.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$0.00$9.21$0.59$0.67$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$0.00$9.29$1.02$0.57$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.85$0.00$8.85$0.42$0.56$0.14
2015Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.29$0.59$0.31
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$0.00$9.29$0.55$0.63$0.08
2013Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$1.17$0.55$0.62
2012Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.51
2011Summary only. Only limited summary data is available for this year.$8.87$0.00$0.23$0.53$0.30