Civic Intelligence

Lumos Foundation

990PF • Fiscal year 2024 • EIN 20-8203226

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 07, 2025

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

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.12x

Higher debt load relative to revenue than 54% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

44%

Faster revenue growth than 77% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$5,039,469

Up $685,536 (+16%) from 2023

Net Assets

Up

$4,999,190

Up $800,266 (+19%) from 2023

Liabilities

Down

$40,279

Down $114,730 (-74%) from 2023

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin61st percentile

Revenue

Up

$326,979

Up $99,960 (+44%) from 2023

Expenses

Up

$288,232

Up $6,882 (+2.4%) from 2023

Net Income

Up

$38,747

Up $93,078 (+171%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2024

Assets$5,039,469
Liabilities$40,279
Net Assets$4,999,190
Open 2024 Filing

Operations Trend

Revenue Growth77th 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

2024

Revenue$326,979
Expenses$288,232
Net Income$38,747
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 7, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA LEUPresidentFT$0--
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
2025-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Fmc Cpas Pllc
Address
3100 WEST END AVENUE STE 700, NASHVILLE, TN 37203
Preparer
Tedra K Armstrong CPA
Phone
6152923011
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8098513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt812338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82138600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt838263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8433418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8516210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8617893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8713052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8825093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89103538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt90134290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9118997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt925855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9315004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt947861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9522809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9621543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9735206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9820788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt997960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1002926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10130129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10210509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10322240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1046285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10532928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10612226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1075316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10813961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1092423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1109060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11112066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11238614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11320439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1141611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11511037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1164665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1177754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11812100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11916658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1204895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1213274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12210466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1234593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1243929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1255375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12654210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0GLOBAL X FUNDS GLOBAL X ARTI, 275.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INVESCO QQQ TRUST, SERIES 1, 37.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INVESCO QQQ TRUST, SERIES 1, 250.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES SELECT DIVIDEND ETF, 225.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SPDR S&P REGIONAL BANKING ETF, 400.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AB LARGE-CAP GRW ADV, 4,528.120 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63M CO, 69.630 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ABBOTT LABORATORIES, 58.218 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ABBOTT LABORATORIES, 150.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AIR PROD & CHEM INC, 77.966 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ALIBABA GROUP HLDG LTD, 28.764 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ALPHABET INC CL A, 280.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ALPHABET INC CL C, 302.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ALTRIA GROUP INC, 211.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AMAZON COM INC, 350.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AMAZON COM INC, 900.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AMERICAN WATER WORKS CO, 25.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AMPHENOL CORP NEW CL A, 89.104 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18APPLE INC, 399.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19APPLE INC, 116.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20APPLE INC, 2,352.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21APPLOVIN CORP, 15.752 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ARISTA NETWORKS INC, 106.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AT&T INC, 1,111.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AUTOZONE INC, 2.186 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BERKSHIRE HATHAWAY CL-B NEW, 22.356 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BERKSHIRE HATHAWAY CL-B NEW, 52.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BLACKROCK INC, 23.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BLACKSTONE INC, 73.483 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BLOCK INC CL A, 32.353 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BOOKING HOLDINGS INC, 1.063 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31BROADCOM INC, 131.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CHARLES SCHWAB NEW, 229.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CHEVRON CORP, 90.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CHIPOTLE MEXICAN GRILL INC COM, 48.084 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CINCINNATI FINANCIAL OHIO, 87.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CISCO SYS INC, 235.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CITI BUFFERED PLUS SPX, 11,250.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38COCA COLA CO, 192.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39COMCAST CORP (NEW) CLASS A, 206.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CONOCOPHILLIPS, 26.038 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CROWN CASTLE INC, 93.164 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42D R HORTON INC, 112.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DELTA AIR LINES INC NEW, 4,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DELTA AIR LINES INC NEW, 792.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DIAGEO PLC SPON ADR NEW, 78.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DOMINION ENERGY INC, 227.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DOORDASH INC CL A, 59.783 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48EATON CORP PLC SHS, 18.212 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49EDWARD LIFESCIENCES CORP, 27.397 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ELI LILLY & CO, 33.107 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ELI LILLY & CO, 130.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FAIR ISAAC & CO INC, 3.119 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53FASTENAL CO, 180.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54FIDELITY NATL INFORMATION SE, 206.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55FRONTIER COMMUNICATIONS CORP, 1,323.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56GOLDMAN SACHS GRP INC, 24.018 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HOME DEPOT INC, 12.329 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58HOME DEPOT INC, 50.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59HUBSPOT, INC., 7.552 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INTL BUSINESS MACHINES CORP, 46.862 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61INTUIT INC, 13.401 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62INTUITIVE SURGICAL INC, 38.371 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63JOHNSON & JOHNSON, 46.793 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64JOHNSON & JOHNSON, 103.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JOHNSON & JOHNSON, 25.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66KKR & CO INC CL A, 94.124 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LAM RESEARCH CORPORATION NEW, 46.747 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LOWES COMPANIES INC, 77.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MASTERCARD INC CL A, 60.438 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MC DONALDS CORP, 31.131 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MCKESSON CORP, 14.393 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MERCADOLIBRE INC, 4.850 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MERCK & CO INC NEW COM, 146.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74META PLATFORMS INC CL A, 103.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75META PLATFORMS INC CL A, 34.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MICROSOFT CORP, 166.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MICROSOFT CORP, 42.026 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MICROSOFT CORP, 373.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MORGAN STANLEY, 115.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MS BUFFERED PLUS SPX, 7,500.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NATERA INC COM, 14.768 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82NATIONAL HEALTH INVESTORS INC, 2,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83NESTLE SPON ADR REP REG SHR, 100.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84NETFLIX INC, 37.493 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85NINTENDO CO LTD ADR NEW, 1,108.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86NORFOLK SOUTHERN CORP, 76.239 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87NORTHROP GRUMMAN CP(HLDG CO), 27.812 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88NUCOR CORPORATION, 215.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89NVIDIA CORPORATION, 771.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90NVIDIA CORPORATION, 1,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ORACLE CORP, 114.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92PALO ALTO NETWORKS INC, 32.177 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93PAYCHEX INC, 107.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94PAYPAL HLDGS INC COM, 92.108 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95PEPSICO INC NC, 150.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96PHILIP MORRIS INTL INC, 179.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97PROCTER & GAMBLE, 210.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98PROGRESSIVE CORP OHIO, 86.759 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99QUANTA SERVICES INC, 25.187 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100REGENERON PHARMACEUTICALS INC, 4.108 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101REGIONS FINANCIAL CORP NEW, 1,281.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SALESFORCE INC, 31.433 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SERVICENOW INC, 20.979 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SHOPIFY INC, 59.106 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105SOUTHERN CO, 400.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106SPOTIFY TECHNOLOGY SA, 27.327 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107STARBUCKS CORP WASHINGTON, 58.253 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108STARBUCKS CORP WASHINGTON, 153.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109SYNOPSYS INC, 4.993 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110TAIWAN SMCNDCTR MFG CO LTD ADR, 45.877 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111TE CONNECTIVITY PLC, 84.392 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112TESLA INC, 95.617 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113TEXAS INSTRUMENTS, 109.000 SHARES

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,039,469
Liabilities
$40,279
Net assets
$4,999,190
Revenue
$326,979
Expenses
$288,232
Net income
$38,747
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