Civic Intelligence

Julia G Melson Charitable Testamentary Trust

990PF • Fiscal year 2020 • EIN 20-6724118

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 30, 2021

Organization Profile
PO Box 2450Montgomery, AL 36102-2450

(334) 230-6100

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

12th percentile

-58%

Higher net margin than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

25th percentile

-2.8%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-19%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,753,662

Down $50,186 (-2.8%) from 2019

Net Assets

$1,753,662

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin12th percentile

Revenue

Down

$87,602

Down $20,423 (-19%) from 2019

Expenses

Up

$137,990

Up $27 (+0.0%) from 2019

Net Income

Down

-$50,388

Down $20,450 (-68%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,909,016Liabilities 2011: $02011Assets 2012: $1,869,099Liabilities 2012: $12012Assets 2013: $1,914,149Liabilities 2013: $0Net Assets 2013: $1,914,1492013Assets 2014: $1,912,361Liabilities 2014: $0Net Assets 2014: $1,912,3612014Assets 2015: $1,858,221Liabilities 2015: $0Net Assets 2015: $1,858,2212015Assets 2016: $1,792,967Liabilities 2016: $0Net Assets 2016: $1,792,9672016Assets 2017: $1,857,444Liabilities 2017: $0Net Assets 2017: $1,857,4442017Assets 2018: $1,833,549Liabilities 2018: $0Net Assets 2018: $1,833,5492018Assets 2019: $1,803,848Liabilities 2019: $12019Assets 2020: $1,753,662Liabilities 2020: $0Net Assets 2020: $1,753,6622020Assets 2021: $1,853,954Liabilities 2021: $0Net Assets 2021: $1,853,9542021Assets 2022: $1,801,093Liabilities 2022: $0Net Assets 2022: $1,801,0932022Assets 2023: $1,747,399Liabilities 2023: $12023

Highlighted filing

2020

Assets$1,753,662
Liabilities$0
Net Assets$1,753,662
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $61,145Expenses 2011: $169,992Net Income 2011: -$108,8472011Revenue 2012: $98,203Expenses 2012: $138,588Net Income 2012: -$40,3852012Revenue 2013: $183,906Expenses 2013: $137,537Net Income 2013: $46,3692013Revenue 2014: $152,103Expenses 2014: $154,983Net Income 2014: -$2,8802014Revenue 2015: $80,699Expenses 2015: $134,941Net Income 2015: -$54,2422015Revenue 2016: $69,096Expenses 2016: $135,723Net Income 2016: -$66,6272016Revenue 2017: $201,424Expenses 2017: $135,576Net Income 2017: $65,8482017Revenue 2018: $120,000Expenses 2018: $144,115Net Income 2018: -$24,1152018Revenue 2019: $108,025Expenses 2019: $137,963Net Income 2019: -$29,9382019Revenue 2020: $87,602Expenses 2020: $137,990Net Income 2020: -$50,3882020Revenue 2021: $256,641Expenses 2021: $155,478Net Income 2021: $101,1632021Revenue 2022: $88,565Expenses 2022: $142,518Net Income 2022: -$53,9532022Revenue 2023: $77,701Expenses 2023: $131,241Net Income 2023: -$53,5402023

Highlighted filing

2020

Revenue$87,602
Expenses$137,990
Net Income-$50,388
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 30, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN COXCo-Trustee-$0--
RICHARD P MORTHLANDCo-Trustee-$0--
KARLA CONWAYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Julia G Melson Charitable
EIN
20-6724118
Phone
3342306100
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
George C Smith
Title
Trust Officer
Phone
3342306100
Signed
2021-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
3815 INTERSTATE CT, MONTGOMERY, AL 36109
Preparer
Gregory E Sellers CPA Aep
Phone
3342712200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EXXON MOBIL CORP 2.44% 08/16/2029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HSBC HOLDINGS PLC VARIABLE 3.973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25INTERNATIONAL BUSINESS MACHINES CORP 3.45% 05/15/2029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ISHARES CORE S&P MIDCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ISHARES CORE S&P SMALLCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES US REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LYONDELLBASELL INDUSTRIES - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MITSUBISHI UFJ FINANCIAL GROUP INC 2.801% 07/18/2024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MSC INDUSTRIAL DIRECT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PRUDENTIAL FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VERTEX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ZOETIES INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0566162
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0624554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt032295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt182963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FHLM 6.25% 07/15/2032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FREDDIE MAC POOLS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt037080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt187023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt056557
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt030825
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0220
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt087602
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt087602
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt030825
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt056557
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt056557
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-50388
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0682574
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt030825
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt061192
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01699
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01699
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt023268
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt023268
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0623
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0623
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0111800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026190
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0137990
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt087382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt087602
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026190
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0277389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1374360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0286560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1395910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt030825
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-50388
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0202
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01753662
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01803848
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01753662
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0114025
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0114025
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0114025
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0114876
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0851
IRS990PF/DistributableAmountGrp/TotalTaxAmt0851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0840
IRS990PF/FMVAssetsEOYAmt02466032
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0319256
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0349595
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0377689
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0755499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0701497
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01318536
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt096
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0131
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0131
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0117239
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0115258
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0124103
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01803848
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01753662
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023261
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021019
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021019
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01803848
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01753662
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02466032
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,753,662
Liabilities
$0
Net assets
$1,753,662
Revenue
$87,602
Expenses
$137,990
Net income
-$50,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.13$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.09$0.14$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.26$0.16$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.14$0.05
2019Summary only. Only limited summary data is available for this year.$1.80$0.00$0.11$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.14$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.20$0.14$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.07$0.14$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.08$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.15$0.15$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.18$0.14$0.05
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$0.10$0.14$0.04
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.06$0.17$0.11