Civic Intelligence

William O Lund Jr and Natalie C Lund Charitable Foundation

990PF • Fiscal year 2013 • EIN 20-2539936

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization Profile
C/O Gene C Olson Trustee 150 SFifth No 323055402

(612) 455-1000

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

43rd percentile

$50,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

50th percentile

2.4%

Faster asset growth than 50% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

90th percentile

112%

Faster revenue growth than 90% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,640,591

Up $152,480 (+2.4%) from 2012

Net Assets

$6,640,591

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin77th percentile

Revenue

Up

$572,343

Up $301,812 (+112%) from 2012

Expenses

Up

$419,863

Up $186,362 (+80%) from 2012

Net Income

Up

$152,480

Up $115,450 (+312%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth50th 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: $7,872,310Liabilities 2011: $1,421,3692011Assets 2012: $6,488,111Liabilities 2012: $02012Assets 2013: $6,640,591Liabilities 2013: $0Net Assets 2013: $6,640,5912013Assets 2014: $6,616,709Liabilities 2014: $0Net Assets 2014: $6,616,7092014Assets 2015: $6,492,675Liabilities 2015: $0Net Assets 2015: $6,492,6752015Assets 2016: $6,284,472Liabilities 2016: $0Net Assets 2016: $6,284,4722016Assets 2019: $5,967,209Liabilities 2019: $12019Assets 2020: $5,758,945Liabilities 2020: $12020Assets 2021: $5,814,332Liabilities 2021: $12021Assets 2022: $6,857,825Liabilities 2022: $0Net Assets 2022: $6,857,8252022Assets 2023: $6,744,998Liabilities 2023: $12023Assets 2024: $6,781,962Liabilities 2024: $0Net Assets 2024: $6,781,9622024

Highlighted filing

2013

Assets$6,640,591
Liabilities$0
Net Assets$6,640,591
Open 2013 Filing

Operations Trend

Revenue Growth90th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $270,258Expenses 2011: $178,673Net Income 2011: $91,5852011Revenue 2012: $270,531Expenses 2012: $233,501Net Income 2012: $37,0302012Revenue 2013: $572,343Expenses 2013: $419,863Net Income 2013: $152,4802013Revenue 2014: $546,742Expenses 2014: $570,624Net Income 2014: -$23,8822014Revenue 2015: $400,619Expenses 2015: $524,653Net Income 2015: -$124,0342015Revenue 2016: $303,627Expenses 2016: $511,830Net Income 2016: -$208,2032016Revenue 2019: $381,967Expenses 2019: $421,872Net Income 2019: -$39,9052019Revenue 2020: $257,806Expenses 2020: $467,174Net Income 2020: -$209,3682020Revenue 2021: $545,251Expenses 2021: $490,331Net Income 2021: $54,9202021Revenue 2022: $1,606,216Expenses 2022: $562,723Net Income 2022: $1,043,4932022Revenue 2023: $400,559Expenses 2023: $513,386Net Income 2023: -$112,8272023Revenue 2024: $542,137Expenses 2024: $505,173Net Income 2024: $36,9642024

Highlighted filing

2013

Revenue$572,343
Expenses$419,863
Net Income$152,480
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GENE C OLSONTrusteePT$50,000-$50,000
UNION BANK TRUSTTrustee-$500-$500
Filing and Contact Details

Filer

EIN
20-2539936
Phone
6124551000

Signing Officer

Name
Gene C Olsen
Title
Co-trustee
Phone
6124551000
Signed
2014-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Todd a Jackson
Phone
6123324300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11823835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11915821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12016778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1213897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1225162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12311805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1246495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12520032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12622077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12713609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPS ALERIAN MLP ETF - 933 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALGER SPECTRA I #213I - 17270.631 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES RUSSELL 1000 VALUE ETF - 9880 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES RUSSELL 1000 GROWTH ETF FUND - 3300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4!SHARES U S PREFERRED STOCK ETF - 410 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5POWERSHARES FTSE RAFI US 1500 SM-MID ETF - 5262 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6POWERSHARES FTSE RAFI EMER MKTS ETF - 6922 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7POWERSHARES FTSE RAFI DEV MKTS EX-US ETF - 8334 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GUGGENHEIM S&P 500 PURE GROWTH ETF - 4159 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD INTEFTM-TERM BD INDEX ETF - 9710 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10WELLS FARGO ADVANTAGE GROWTH I - 5376.045 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AT&T INC - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AETNA INC - 165 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AFFILIATED MGRS GRP INC - 40 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ALLERGANINC - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ALLIANCE BERNSTEIN GLOBAL REIT - 31213.58 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AMAZON INC - 40 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AMERICAN MIL GROUP - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AMERICAN INTL GROUP - 475 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AMETEK INC - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AMPHENOL CORP - 155 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ANSYSINC - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22APPLEINC - 60 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23APPLIED MATERIALS INC - 450 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ASSURANT INC - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BANK AMER CORP - 1900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BERNSTEIN INTL FUND #63 - 34395.385 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BERNSTEIN EMERGING MARKETS - 3776.883 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BIOGEN IDEC INC - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BLACKROCK INC - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BOEING CO - 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CIT GROUP INC - 325 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CVS/CAREMARK CORP - 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CAPITAL ONE FINL CORP - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CELGENE CORP - 115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CRIPOTLE MEXICAN GRILL INC - 9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CHUBB CORP - 165 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CITIGROUP INC - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38COGNIZANT TECHNOLOGY CORP - 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39COMCAST CORP CL A - 325 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40COSTCO WHSL CORP - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DANAHER CORP - 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DELTA AIRLINES INC - 155 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DISNEY WALT CO - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DISCOVER FINL SVCS - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45E TRADE GROUP INC - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EBAY INC - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EDISON INTL - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ELECTRONIC ARTS INC - 625 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49EXPEDITORS INTL WASH INC - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FACEBOOK INC - 275 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FLOWSERVE CORP - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FORD MOTOR CO - 825 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GAMESTOP CORP - 165 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GANNETT CO - 450 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GENERAL MOTORS CO - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56GENWORTH FINL INC - 650 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57GILEAD SCIENCES INC - 275 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58GLAXO SMITHKLINE PLC ADR UK - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59GOOGLE INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60GRAINGER WW INC - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61GREEN MOUNTAIN COFFEE ROASTERS - 105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62HALLIBURTON CO - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63HARRIS CORP DEL - 120 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64HEALTH NET INC - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65THE HERSHEY CO - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HESS CORP - 325 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67HEWLETT PACKARD CO - 1300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68HOME DEPOT CO - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ILLINOIS TOOL WORKS INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ILLUMINA INC - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ING US INC - 110 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72INTERCONTINENTAL EXC GROUP INC - 135 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73INTUITIVE SURGICAL INC - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74KROGER CO - 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75LKQ CORP - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LEAR CORP - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77LIBERTY MEDIA CORP DELAWARE - 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78LINCOLN NATL CORP - 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79LINKEDIN CORP - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MACYS INC - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MARATHON PETE CORP - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MCKESSON CORP - 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MEAD JOHNSON NUTRITION CO - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MEDTRONIC INC - 325 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85METTLER TOLEDO INTL INC - 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MICRON TECHNOLOGY INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MONSANTO CO - 105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MONSTER BEVERAGE CORP - 115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89NIKE INC CL B - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90NOBLE ENERGY INC - 130 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91O'REILLY AUTOMOTIVE INC NEW - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92OCCIDENTAL PETE CORP - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93OCEANEERING INTL INC - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94PARKER HANNIFIN CORP - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95PFIZER INC - 1300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96PHILIP MORRIS INTL INC - 207 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97POLARIS ENDS INC - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98PRECISION CASTPARTS CORP - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99PRICELINE COMM INC - 22 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100PULTE GROUP - 950 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101QUALCOMM INC - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102QUINTILES TRANSNATIONAL HLDGS - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103REGAL ENTERTAINMENT GROUP - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SCHLUMBERGER LTD CANADA - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105STARBUCKS CORP - 160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106TJX CO INC - 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107TRW AUTOMOTIVE HLDGS CORP - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108TWENTY-FIRST CENTURY FOX INC - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109UNITED HEALTH GROUP INC - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110V F CORP - 110 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111VALERO ENERGY CORP - 450 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112VERISK ANALYTICS INC - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113VERTEX PHARMACEUTICALS INC - 95 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114VIACOM INC CL B - 135 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VISA INC - 135 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116VODAFONE GROUP PLC ADR UK - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117WELLPOINT INC - 40 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118WELLS FARGO & CO - 525 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119XEROX CORP - 1300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120AON PLC ADR UK - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121EVEREST RE GRP LTD ADR BERMUDA - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122LIBERTY GLOBAL PLC ADR UK - 58 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123LIBERTY GLOBAL PLC ADR UK - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124MICHAEL KORS HOLDINGS ADR BRITISH VIRGIN ISLANDS - 80 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125PARTNER RE HDLGS LTD ADR BERMUDA - 190 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126LYONDELLBASELL INDUSTRIES ADR LUXEMBORG - 275 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127COPA HOLDINGS S.A.F ADR PANAMA - 85 SHS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0150955
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0421342
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt046
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0IRS REFUNDS

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,640,591
Liabilities
$0
Net assets
$6,640,591
Revenue
$572,343
Expenses
$419,863
Net income
$152,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.54$0.51$0.04
2023Summary only. Only limited summary data is available for this year.$6.74$0.00$0.40$0.51$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$1.61$0.56$1.04
2021Summary only. Only limited summary data is available for this year.$5.81$0.00$0.55$0.49$0.05
2020Summary only. Only limited summary data is available for this year.$5.76$0.00$0.26$0.47$0.21
2019Summary only. Only limited summary data is available for this year.$5.97$0.00$0.38$0.42$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$0.30$0.51$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$0.00$6.49$0.40$0.52$0.12
2014Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.55$0.57$0.02
2013Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.57$0.42$0.15
2012Summary only. Only limited summary data is available for this year.$6.49$0.00$0.27$0.23$0.04
2011Summary only. Only limited summary data is available for this year.$7.87$1.42$0.27$0.18$0.09