Civic Intelligence

Bill and Carol Latimer Charitable Foundation

990PF • Fiscal year 2016 • EIN 20-3450991

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
201 West main St No EUnion City, TN 38261

(731) 885-2888

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2016 filings • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

5th percentile

0.00x

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

2016 filings • $100M-$250M nonprofits • Source year 2016

Net Margin

94th percentile

55%

Higher net margin than 94% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $100M-$250M nonprofits • Source year 2016

Asset Growth

61st percentile

4.5%

Faster asset growth than 61% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

72%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$102,201,510

Up $4,356,764 (+4.5%) from 2015

Net Assets

Up

$102,201,510

Up $4,356,764 (+4.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin94th percentile

Revenue

Up

$7,919,620

Up $3,321,472 (+72%) from 2015

Expenses

Down

$3,562,856

Down $1,007,252 (-22%) from 2015

Net Income

Up

$4,356,764

Up $4,328,724 (+15438%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$200M$150M$100M$50M$0Assets 2010: $110,054,450Liabilities 2010: $75,000Net Assets 2010: $109,979,4502010Assets 2011: $124,568,404Liabilities 2011: $4,236,472Net Assets 2011: $120,331,9322011Assets 2012: $116,178,184Liabilities 2012: $0Net Assets 2012: $116,178,1842012Assets 2013: $100,734,591Liabilities 2013: $0Net Assets 2013: $100,734,5912013Assets 2014: $97,816,706Liabilities 2014: $0Net Assets 2014: $97,816,7062014Assets 2015: $97,844,746Liabilities 2015: $0Net Assets 2015: $97,844,7462015Assets 2016: $102,201,510Liabilities 2016: $0Net Assets 2016: $102,201,5102016Assets 2017: $101,234,508Liabilities 2017: $0Net Assets 2017: $101,234,5082017Assets 2018: $103,091,702Liabilities 2018: $0Net Assets 2018: $103,091,7022018Assets 2019: $99,945,165Liabilities 2019: $0Net Assets 2019: $99,945,1652019Assets 2020: $100,985,424Liabilities 2020: $0Net Assets 2020: $100,985,4242020Assets 2021: $129,837,485Liabilities 2021: $0Net Assets 2021: $129,837,4852021Assets 2022: $141,162,753Liabilities 2022: $0Net Assets 2022: $141,162,7532022Assets 2023: $161,006,492Liabilities 2023: $0Net Assets 2023: $161,006,4922023Assets 2024: $177,771,513Liabilities 2024: $0Net Assets 2024: $177,771,5132024

Highlighted filing

2016

Assets$102,201,510
Liabilities$0
Net Assets$102,201,510
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$40M$20M$0-$20MExpenses 2010: $4,811,6472010Expenses 2011: $6,000,2932011Expenses 2012: $11,949,5032012Revenue 2013: -$75,173Expenses 2013: $15,368,420Net Income 2013: -$15,443,5932013Revenue 2014: $10,877,946Expenses 2014: $13,795,831Net Income 2014: -$2,917,8852014Revenue 2015: $4,598,148Expenses 2015: $4,570,108Net Income 2015: $28,0402015Revenue 2016: $7,919,620Expenses 2016: $3,562,856Net Income 2016: $4,356,7642016Revenue 2017: $3,472,738Expenses 2017: $4,439,740Net Income 2017: -$967,0022017Revenue 2018: $5,799,760Expenses 2018: $3,942,566Net Income 2018: $1,857,1942018Revenue 2019: $1,912,850Expenses 2019: $5,059,387Net Income 2019: -$3,146,5372019Revenue 2020: $7,386,855Expenses 2020: $6,346,596Net Income 2020: $1,040,2592020Revenue 2021: $34,799,223Expenses 2021: $5,947,162Net Income 2021: $28,852,0612021Revenue 2022: $29,937,764Expenses 2022: $7,631,165Net Income 2022: $22,306,5992022Revenue 2023: $28,531,702Expenses 2023: $8,684,848Net Income 2023: $19,846,8542023Revenue 2024: $29,004,151Expenses 2024: $12,101,550Net Income 2024: $16,902,6012024

Highlighted filing

2016

Revenue$7,919,620
Expenses$3,562,856
Net Income$4,356,764
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM LATIMER IIIPresident-$0--
CAROL LATIMERSecretary-$0--
DOUG LATIMERTrustee-$0--
JOHN WARNER JRTrustee-$0--
MARY CARPENTERTrustee-$0--
ALFRED H CRESWELLTrustee-$0--
HARRY SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bill and Carol Latimer Charitable
EIN
20-3450991
Phone
7318852888
Address
201 West main St No E, Union City, TN 38261

Signing Officer

Name
William H Latimer
Title
President
Phone
7318852888
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Horne Llp
Address
26 Security Dr, Jackson, TN 38305
Preparer
Anita Hamilton CPA
Phone
7316687070
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15GALLEON OFFSHORE LIQUIDATING TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GREENLIGHT CAPITAL OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GREENLIGHT CAPITAL OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18HADLEY HARBOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19HAWKES BAY INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20IRONSHIELD : SPECIAL SITUATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ITHAN CREEK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22LODGING I, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23MAPLE LEAF OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24MAVERICK LEVERED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25MILLENNIUM INTERNATIONAL LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PFM HEALTHCARE OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27PFM HEALTHCARE OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28PIEDMONT PARTNERS - DAFNA INT'L FUND, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29PIEDMONT PARTNERS - MARLIN FUND OFFSHORE II, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30PIEDMONT PARTNERS - PERSHING SQUARE INT'L, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31PIEDMONT PARTNERS - PROPHET PIP OFFSHORE, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32PIEDMONT PARTNERS - SKI TIME SQUARE, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33PIONEER: ILS INTERVAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34PLACER CREEK INVESTORS (BERMUDA) LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35PLATINUM EQUITY CAPITAL PARTNER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36PROSPERITY QUEST DIVERSIFIED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37RUSSIAN PROSPERITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38TEMAS INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39TERREBONE PARTNERS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40THIRD POINT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41TIGER GLOBAL FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42TISE PEAK INVESTORS (CAYMAN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43TRG GROWTH PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44VIDA LONGEVITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45VINCI CAPITAL PARTNERS II-A LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46WESTBROOK L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0276684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1431556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31615702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42883148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57573083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt80
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121920826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132041083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15120090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163875479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt171444593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt183963938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt205205000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213757357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2339178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt259064852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26125430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt271224056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30733356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt317863510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt332662288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3482883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt354000302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt363524535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37926074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt403478997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt411506106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt432061217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442608905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt453850154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0283069
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-1467634
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt04771
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt0450
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt06924978
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05745634
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05745634
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03194310
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03194310
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02173986
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt09056
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt09056
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0283069
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0283069
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04356764
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03535170
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04771
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04771
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1467634
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06909222
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0272453
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0272453
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0272453
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06924978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06924978
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt021878
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt021878
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt086378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03489300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0304046

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,201,510
Liabilities
$0
Net assets
$102,201,510
Revenue
$7,919,620
Expenses
$3,562,856
Net income
$4,356,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$178$0.00$178$29.0$12.1$16.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$0.00$161$28.5$8.68$19.8
2022Detailed filing. Detailed filing data is available for this year.$141$0.00$141$29.9$7.63$22.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$0.00$130$34.8$5.95$28.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$0.00$101$7.39$6.35$1.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.9$0.00$99.9$1.91$5.06$3.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.00$103$5.80$3.94$1.86
2017Detailed filing. Detailed filing data is available for this year.$101$0.00$101$3.47$4.44$0.97
2016Detailed filing. Detailed filing data is available for this year.$102$0.00$102$7.92$3.56$4.36
2015Detailed filing. Detailed filing data is available for this year.$97.8$0.00$97.8$4.60$4.57$0.03
2014Detailed filing. Detailed filing data is available for this year.$97.8$0.00$97.8$10.9$13.8$2.92
2013Detailed filing. Detailed filing data is available for this year.$101$0.00$101$0.08$15.4$15.4
2012Detailed filing. Detailed filing data is available for this year.$116$0.00$116$11.9
2011Detailed filing. Detailed filing data is available for this year.$125$4.24$120$6.00
2010Detailed filing. Detailed filing data is available for this year.$110$0.08$110$4.81