Civic Intelligence

The Connor Group Foundation Aka the Connor Group Kids and Community Partners

990PF • Fiscal year 2017 • EIN 20-8499807

Dec 01, 2016 to Nov 30, 2017 • Filed on Aug 31, 2018

Organization Profile
10510 Springboro PikeMiamisburg, OH 45342

(937) 434-3095

Siviq Scores

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

Liabilities / Assets

71st percentile

0.34x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.55x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

98th percentile

164%

Faster asset growth than 98% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

116%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$9,055,466

Up $5,620,097 (+164%) from 2016

Net Assets

Up

$5,966,479

Up $3,461,517 (+138%) from 2016

Liabilities

Up

$3,088,987

Up $2,158,580 (+232%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin92nd percentile

Revenue

Up

$5,615,839

Up $3,019,290 (+116%) from 2016

Expenses

Up

$2,135,237

Up $350,329 (+20%) from 2016

Net Income

Up

$3,480,602

Up $2,668,961 (+329%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$100M$50M$0Assets 2010: $2,611Liabilities 2010: $0Net Assets 2010: $2,6112010Assets 2011: $18,716Liabilities 2011: $0Net Assets 2011: $18,7162011Assets 2012: $82,213Liabilities 2012: $3,032Net Assets 2012: $79,1812012Assets 2013: $633,182Liabilities 2013: $15,481Net Assets 2013: $617,7012013Assets 2014: $1,439,145Liabilities 2014: $4212014Assets 2015: $1,143,490Liabilities 2015: $24,3212015Assets 2016: $3,435,369Liabilities 2016: $930,407Net Assets 2016: $2,504,9622016Assets 2017: $9,055,466Liabilities 2017: $3,088,987Net Assets 2017: $5,966,4792017Assets 2018: $26,949,535Liabilities 2018: $5,130,370Net Assets 2018: $21,819,1652018Assets 2019: $34,733,735Liabilities 2019: $5,393,695Net Assets 2019: $29,340,0402019Assets 2020: $51,124,732Liabilities 2020: $8,360,207Net Assets 2020: $42,764,5252020Assets 2021: $91,959,685Liabilities 2021: $7,377,102Net Assets 2021: $84,582,5832021Assets 2022: $78,121,024Liabilities 2022: $38,509,688Net Assets 2022: $39,611,3362022Assets 2023: $62,195,571Liabilities 2023: $40,182,542Net Assets 2023: $21,834,2722023Assets 2024: $56,304,643Liabilities 2024: $1,089,617Net Assets 2024: $55,215,0262024

Highlighted filing

2017

Assets$9,055,466
Liabilities$3,088,987
Net Assets$5,966,479
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $85,4562010Expenses 2011: $739,8952011Expenses 2012: $182,0352012Expenses 2013: $173,7012013Revenue 2014: $1,105,915Expenses 2014: $284,892Net Income 2014: $821,0232014Revenue 2015: $1,314,894Expenses 2015: $903,302Net Income 2015: $411,5922015Revenue 2016: $2,596,549Expenses 2016: $1,784,908Net Income 2016: $811,6412016Revenue 2017: $5,615,839Expenses 2017: $2,135,237Net Income 2017: $3,480,6022017Revenue 2018: $20,625,577Expenses 2018: $2,447,271Net Income 2018: $18,178,3062018Revenue 2019: $6,321,278Expenses 2019: $3,046,541Net Income 2019: $3,274,7372019Revenue 2020: $5,722,560Expenses 2020: $5,628,663Net Income 2020: $93,8972020Revenue 2021: $50,620,083Expenses 2021: $9,105,555Net Income 2021: $41,514,5282021Revenue 2022: $39,302,086Expenses 2022: $35,246,795Net Income 2022: $4,055,2912022Revenue 2023: $10,981,921Expenses 2023: $28,758,985Net Income 2023: -$17,777,0642023Revenue 2024: $46,792,227Expenses 2024: $7,836,157Net Income 2024: $38,956,0702024

Highlighted filing

2017

Revenue$5,615,839
Expenses$2,135,237
Net Income$3,480,602
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Aug 31, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB HOLZAPFELTreasurer-$0--
Larry ConnorPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Connor Group Foundation aka The
EIN
20-8499807
Phone
9374343095
Address
10510 Springboro Pike, Miamisburg, OH 45342

Signing Officer

Name
Bob Holzapfel
Title
Authorized Signer
Phone
9374343095
Signed
2018-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Stephanie Durbin
Phone
5132418313
Raw XML AppendixShowing 400 of 951 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-4412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-8679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-6262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-1524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-46
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-89
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-88
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2543356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26-2675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27-1158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0202943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1580629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt276505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3777802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4129981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5424098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6497814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7328300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8287648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9628634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10109396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1176940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1214893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13105400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14211946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1551554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1610884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt173139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt191542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt203097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt242846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt252061249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26872485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27377517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01598 Shares of Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14572 Shares of Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2528 Shares of Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35368 Shares of Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41135 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53539 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc613125 Shares of Sychrony Financial
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75870 Shares of Wells Fargo
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82265 Shares of Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc94590 Shares of Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10755 Shares of Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11531 Shares of Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12130 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13920 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141850 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15450 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1695 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1727 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1814 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1913 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2027 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2112 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2224 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2312 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2425 Shares of Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2544703 Shares of Prudential
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2615600 Shares of Wells Fargo
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc276750 Shares of Wells Fargo
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252017-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262017-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272017-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05775
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03480602
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt082018
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt062933
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06048497
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02504962
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05966479
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0273765
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0273765
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0273765
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0276925
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03160
IRS990PF/DistributableAmountGrp/TotalTaxAmt03160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0195
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03000
IRS990PF/FMVAssetsEOYAmt08992533
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt011704
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0100246
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt07500
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0-156995
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0-176080
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01887304
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0620703
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0620703
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01537361
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06550000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06487067
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02083
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04005
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03204
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01922
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01922
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0455323
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0455323
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01424518
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01424518
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0918703
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02988741
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02661957
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06142559
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03435369
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09055466
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08992533
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0930407
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03088987
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03435369
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09055466
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02504962
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05966479
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05622841
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01366560
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04256281
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt084343
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0276925
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05538498
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05622841
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,055,466
Liabilities
$3,088,987
Net assets
$5,966,479
Revenue
$5,615,839
Expenses
$2,135,237
Net income
$3,480,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$56.3$1.09$55.2$46.8$7.84$39.0
2023Detailed filing. Detailed filing data is available for this year.$62.2$40.2$21.8$11.0$28.8$17.8
2022Detailed filing. Detailed filing data is available for this year.$78.1$38.5$39.6$39.3$35.2$4.06
2021Detailed filing. Detailed filing data is available for this year.$92.0$7.38$84.6$50.6$9.11$41.5
2020Detailed filing. Detailed filing data is available for this year.$51.1$8.36$42.8$5.72$5.63$0.09
2019Detailed filing. Detailed filing data is available for this year.$34.7$5.39$29.3$6.32$3.05$3.27
2018Detailed filing. Detailed filing data is available for this year.$26.9$5.13$21.8$20.6$2.45$18.2
2017Detailed filing. Detailed filing data is available for this year.$9.06$3.09$5.97$5.62$2.14$3.48
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.93$2.50$2.60$1.78$0.81
2015Summary only. Only limited summary data is available for this year.$1.14$0.02$1.31$0.90$0.41
2014Summary only. Only limited summary data is available for this year.$1.44$0.00$1.11$0.28$0.82
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.62$0.17
2012Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.18
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.74
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09