Civic Intelligence

Lumos Foundation

990PF • Fiscal year 2016 • EIN 20-8203226

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 27, 2017

Organization Profile
3502 Scarsdale RoadNashville, TN 37215

(615) 783-0101

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.08x

Higher debt load relative to revenue than 52% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-65%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$93,933

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 68.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,394,227

Down $132,649 (-3.8%) from 2015

Net Assets

Down

$3,383,180

Down $39,167 (-1.1%) from 2015

Liabilities

Down

$11,047

Down $93,482 (-89%) from 2015

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin10th percentile

Revenue

Up

$137,667

Up $33,861 (+33%) from 2015

Expenses

Up

$227,734

Up $2,196 (+1.0%) from 2015

Net Income

Up

-$90,067

Up $31,665 (+26%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,953,042Liabilities 2011: $3,750Net Assets 2011: $2,949,2922011Assets 2012: $3,171,605Liabilities 2012: $4,181Net Assets 2012: $3,167,4242012Assets 2013: $3,548,699Liabilities 2013: $9,928Net Assets 2013: $3,538,7712013Assets 2014: $3,685,742Liabilities 2014: $12,910Net Assets 2014: $3,672,8322014Assets 2015: $3,526,876Liabilities 2015: $104,529Net Assets 2015: $3,422,3472015Assets 2016: $3,394,227Liabilities 2016: $11,047Net Assets 2016: $3,383,1802016Assets 2017: $3,690,166Liabilities 2017: $19,383Net Assets 2017: $3,670,7832017Assets 2018: $3,325,277Liabilities 2018: $14,932Net Assets 2018: $3,310,3452018Assets 2019: $3,832,380Liabilities 2019: $18,274Net Assets 2019: $3,814,1062019Assets 2020: $4,210,795Liabilities 2020: $25,074Net Assets 2020: $4,185,7212020Assets 2021: $4,697,081Liabilities 2021: $31,201Net Assets 2021: $4,665,8802021Assets 2022: $3,582,896Liabilities 2022: $17,284Net Assets 2022: $3,565,6122022Assets 2023: $4,353,933Liabilities 2023: $155,009Net Assets 2023: $4,198,9242023Assets 2024: $5,039,469Liabilities 2024: $40,279Net Assets 2024: $4,999,1902024

Highlighted filing

2016

Assets$3,394,227
Liabilities$11,047
Net Assets$3,383,180
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$400K$200K$0-$200KExpenses 2011: $180,9782011Expenses 2012: $191,4792012Revenue 2013: $218,454Expenses 2013: $204,172Net Income 2013: $14,2822013Revenue 2014: $224,219Expenses 2014: $216,845Net Income 2014: $7,3742014Revenue 2015: $103,806Expenses 2015: $225,538Net Income 2015: -$121,7322015Revenue 2016: $137,667Expenses 2016: $227,734Net Income 2016: -$90,0672016Revenue 2017: $110,075Expenses 2017: $238,749Net Income 2017: -$128,6742017Revenue 2018: $222,480Expenses 2018: $240,987Net Income 2018: -$18,5072018Revenue 2019: $152,615Expenses 2019: $249,085Net Income 2019: -$96,4702019Revenue 2020: $264,844Expenses 2020: $258,699Net Income 2020: $6,1452020Revenue 2021: $307,583Expenses 2021: $261,295Net Income 2021: $46,2882021Revenue 2022: $114,572Expenses 2022: $287,725Net Income 2022: -$173,1532022Revenue 2023: $227,019Expenses 2023: $281,350Net Income 2023: -$54,3312023Revenue 2024: $326,979Expenses 2024: $288,232Net Income 2024: $38,7472024

Highlighted filing

2016

Revenue$137,667
Expenses$227,734
Net Income-$90,067
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA LEUPresidentPT$80,450$13,483$93,933
AMY STRAUSS JOSEFEKDirector-$0--
DEBBIE BANKS SKELLENGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lumos
EIN
20-8203226
Phone
6157830101
Address
3502 SCARSDALE ROAD, NASHVILLE, TN 37215

Signing Officer

Name
Cynthia Leu
Title
President
Phone
6157830101
Signed
2017-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Faulkner Mackie & Cochran Pc
Address
3100 WEST END AVENUE STE 700, NASHVILLE, TN 37203
Preparer
Tedra K Armstrong CPA
Phone
6152923011
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt876890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt889494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt897380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt904059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt914735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt927649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9312103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt949327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9513295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt965212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt978052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt985861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt995192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1008595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1018886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1027205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10311563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1045844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1058152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1065716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1075602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1088221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10914384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11035714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11233810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11347034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11458238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11580263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11615949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11756598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11828229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1197201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12016698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12111505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12228440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12334190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12498473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12520538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12621431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12760783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128109450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12955348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13026196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13122689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13226158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13343838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13436426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13514757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13630536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13710582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13824006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13965390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14017727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14141332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC SHS, 21 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACTIVISION BLIZZARD INC, 109 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACUITY BRANDS INC, 11 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADOBE SYS DEL PV$ 0.001, 47 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC SHS CL C, 18 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON COM INC COM, 17 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMPHENOL CORP CL A NEW, 17 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC, 68 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLIED MATERIAL INC, 98 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BECTON DICKINSON CO, 20 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BOSTON SCIENTIFIC CORP, 166 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BROADCOM LTD, 28 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CELGENE CORP COM, 9 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COGNIZANT TECH SOLUTNS A, 9 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COMCAST CORP NEW CL A, 104 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CONSTELLATION BRANDS INC, 13 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DELTA AIR LINES INC, 128 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ECOLAB INC, 25 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ELECTRONIC ARTS INC DEL, 39 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EQUINIX INC, 4 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FACEBOOK INC, 65 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FEDEX CORP DELAWARE COM, 8 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GILEAD SCIENCES INC COM, 53 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HOME DEPOT INC, 65 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HONEYWELL INTL INC DEL, 28 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25HUMANA INC, 5 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ILLUMINA INC COM, 14 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27INCYTE CORPORATION, 6 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INTERCONTINENTAL, 50 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29INTUITIVE SURGICAL INC, 9 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30JOHNSON AND JOHNSON COM, 16 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31LAS VEGAS SANDS CORP, 27 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LYONDELLBASELL INDUSTRIE, 9 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MASTERCARD INC, 79 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MERCADOLIBRE INC, 10 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MICROSOFT CORP, 111 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MONSTER BEVERAGE SHS, 63 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MOODY'S CORP, 18 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MORGAN STANLEY, 29 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NETFLIX COM INC, 30 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NEWELL BRANDS INC, 41 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NORTHROP GRUMMAN CORP, 12 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NVIDIA, 83 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43NXP SEMICONDUCTORS N.V., 17 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PAYPAL HOLDINGS INC SHS, 64 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PIONEER NATURAL RES CO, 13 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46REGENERON PHARMACTCLS, 4 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47REYNOLDS AMERICAN INC, 48 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ROPER TECHNOLOGIES INC, 15 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ROSS STORES INC COM, 45 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50S&P GLOBAL INC, 24 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SALESFORCE COM INC, 26 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SCHWAB CHARLES CORP NEW, 153 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SERVICENOW INC, 50 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SHERWIN WILLIAMS, 11 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SOUTHWEST AIRLNS CO, 40 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SPLUNK INC, 18 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STARBUCKS CORP, 34 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58TESLA MTRS INC, 7 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59THE PRICELINE GROUP INC, 3 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60THERMO FISHER SCIENTIFIC, 19 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ULTA SALON COSMETICS &, 22 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62UNITEDHEALTH GROUP INC, 15 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VANTIV INC CL A, 62 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VERISIGN INC, 15 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VERTEX PHARMCTLS INC, 16 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VISA INC CL A SHRS, 57 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VULCAN MATERIALS CO, 32 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WAL-MART STORES INC, 36 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ADVISORY RESEARCH MLP &, 10780 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70AT&T INC, 425 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71DELTA AIR LINES INC, 6792 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72EATON VANCE LARGE CAP, 10623 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ISHARES SELECT, 225 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NATL HEALTH INVS INC, 3620 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SOUTHERN COMPANY, 350 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SP500 CLIRN ISSUER CS, 5600 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SP500 CLIRNS ISSUER BNS, 15500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SX5E CLIRN ISSUER HSBC, 6100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ALTRIA GROUP INC, 235 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80BERKSHIRE HATHAWAYINC, 36 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81BLACKROCK INC, 25 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82BLOCK H&R INC, 198 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83CA INC, 252 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84CARNIVAL CORP PAIRED SHS, 209 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85CHEVRON CORP, 62 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86CINN FINCL CRP OHIO, 126 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87CISCO SYSTEMS INC COM, 228 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88COCA COLA COM, 229 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89DIAGEO PLC SPSD ADR NEW, 71 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90DOMINION RES INC NEW VA, 53 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91DUKE ENERGY CORP NEW, 61 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ELI LILLY & CO, 104 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93GENERAL ELECTRIC, 383 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94GENERAL MILLS, 151 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95GENL DYNAMICS CORP COM, 77 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96HASBRO INC COM, 67 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97INTEL CORP, 222 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98KINDER MORGAN INC. DEL, 283 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99LOWE'S COMPANIES INC, 73 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100MERCK AND CO INC SHS, 146 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101MICROSOFT CORP, 143 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102NEWMARKET CORP, 17 SHARES

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Filings

Displayed year

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

Open filing
Assets
$3,394,227
Liabilities
$11,047
Net assets
$3,383,180
Revenue
$137,667
Expenses
$227,734
Net income
-$90,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.04$5.00$0.33$0.29$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.16$4.20$0.23$0.28$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.02$3.57$0.11$0.29$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.70$0.03$4.67$0.31$0.26$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.21$0.03$4.19$0.26$0.26$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.83$0.02$3.81$0.15$0.25$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.33$0.01$3.31$0.22$0.24$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.69$0.02$3.67$0.11$0.24$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.39$0.01$3.38$0.14$0.23$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.10$3.42$0.10$0.23$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.69$0.01$3.67$0.22$0.22$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.55$0.01$3.54$0.22$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.18