Civic Intelligence

Ralph T Coe Foundation for the Arts Inc

990PF • Fiscal year 2020 • EIN 20-8705481

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2022

Organization Profile
1590 Pacheco St Ste BSanta Fe, NM 87505-4234

(505) 988-9646

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.06x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

1.61x

Higher debt load relative to revenue than 97% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Net Margin

45th percentile

6.0%

Higher net margin than 45% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$109,173

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Asset Growth

67th percentile

6.6%

Faster asset growth than 67% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

45%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$11,654,211

Up $719,265 (+6.6%) from 2019

Net Assets

Up

$10,909,146

Up $27,621 (+0.3%) from 2019

Liabilities

Up

$745,065

Up $691,644 (+1295%) from 2019

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin45th percentile

Revenue

Up

$463,105

Up $144,333 (+45%) from 2019

Expenses

Down

$435,484

Down $75,837 (-15%) from 2019

Net Income

Up

$27,621

Up $220,170 (+114%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$15M$10M$5.0M$0Assets 2010: $439Liabilities 2010: $0Net Assets 2010: $4392010Assets 2011: $13,160,635Liabilities 2011: $0Net Assets 2011: $13,160,6352011Assets 2012: $13,055,246Liabilities 2012: $676Net Assets 2012: $13,054,5702012Assets 2013: $12,998,570Liabilities 2013: $6,787Net Assets 2013: $12,991,7832013Assets 2014: $13,038,605Liabilities 2014: $5,318Net Assets 2014: $13,033,2872014Assets 2015: $12,672,008Liabilities 2015: $8,823Net Assets 2015: $12,663,1852015Assets 2017: $11,218,729Liabilities 2017: $4,970Net Assets 2017: $11,213,7592017Assets 2018: $11,082,063Liabilities 2018: $7,410Net Assets 2018: $11,074,6532018Assets 2019: $10,934,946Liabilities 2019: $53,421Net Assets 2019: $10,881,5252019Assets 2020: $11,654,211Liabilities 2020: $745,065Net Assets 2020: $10,909,1462020Assets 2021: $11,596,523Liabilities 2021: $673,610Net Assets 2021: $10,922,9132021Assets 2022: $11,257,193Liabilities 2022: $644,904Net Assets 2022: $10,612,2892022Assets 2023: $10,899,762Liabilities 2023: $619,457Net Assets 2023: $10,280,3052023Assets 2024: $10,583,315Liabilities 2024: $591,417Net Assets 2024: $9,991,8982024

Highlighted filing

2020

Assets$11,654,211
Liabilities$745,065
Net Assets$10,909,146
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,4552010Expenses 2011: $5,007,6942011Expenses 2012: $243,8792012Revenue 2013: $209,051Expenses 2013: $271,838Net Income 2013: -$62,7872013Revenue 2014: $340,744Expenses 2014: $299,240Net Income 2014: $41,5042014Revenue 2015: $40,481Expenses 2015: $410,583Net Income 2015: -$370,1022015Revenue 2017: $277,447Expenses 2017: $446,678Net Income 2017: -$169,2312017Revenue 2018: $343,089Expenses 2018: $460,980Net Income 2018: -$117,8912018Revenue 2019: $318,772Expenses 2019: $511,321Net Income 2019: -$192,5492019Revenue 2020: $463,105Expenses 2020: $435,484Net Income 2020: $27,6212020Revenue 2021: $551,871Expenses 2021: $538,104Net Income 2021: $13,7672021Revenue 2022: $368,587Expenses 2022: $679,213Net Income 2022: -$310,6262022Revenue 2023: $494,685Expenses 2023: $764,917Net Income 2023: -$270,2322023Revenue 2024: $190,953Expenses 2024: $479,360Net Income 2024: -$288,4072024

Highlighted filing

2020

Revenue$463,105
Expenses$435,484
Net Income$27,621
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL DE WIXONPresidnet And CEOFT$109,173-$109,173
VANESSA ELMOREDirector-$0--
KENNETH JOHNSONVice President-$0--
BEN ALLISONChairman-$0--
MARK JORDANTreasurer-$0--
GERALD G STIEBELSecretary-$0--
WILL WILSONDirector-$0--
RANDY J BROKESHOULDERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ralph T Coe Center for the Arts Inc
EIN
20-8705481
Phone
5059889646
Address
1590 PACHECO ST STE B, SANTA FE, NM 87505-4234

Signing Officer

Name
Rachel Wixom
Title
President CEO
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Anthony W Belletete CPA LLC
Address
PO BOX 1346, LOS ALAMOS, NM 87544
Preparer
Anthony W Belletete
Phone
5052251120
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1DIRECT CHARITABLE ACTIVITIES GENERAL THE COE EXPLORES AND CONNECTS THROUGH EXPERIENCING THE WORLDS INDIGENOUS ARTS. IN A NORMAL YEAR THE COE CENTER REACHES OVERALL 3000 TO 5000 PEOPLE VIA ON SITE AND OFFSITE PROGRAMS EXCLUDES WEBSITE AND SOCIAL MEDIA. COVID19 FORCED THE COE CENTER TO CLOSE TO THE PUBLIC AND PIVOT. PROGRAMS WERE CANCELLED OR POSTPONED. OUR EFFORTS WERE PUT INTO COLLECTION CARE AND IMPROVING OUR ONLINE SOCIAL MEDIA AND VIRTUAL OUTREACH. IN 2020 WEBSITE VISITS INCREASED FROM 2330 IN 2019 TO 5298. A NEW ONLINE ZOOM PROGRAM COLLECTIONS SPOTLIGHT WAS DEVELOPED. WE HELD TEN EVENTS WITH APPROXIMATELY 400 TOTAL VIRTUAL ATTENDEES AND 1383 YOUTUBE VISITS. WE UPDATED OUR ENEWSLETTER TO BECOME THE VIRTUAL COE. THE OPEN RATE INCREASED FROM 9175 IN 2019 TO 21597 AVERAGE 34%). OUR EMAIL LIST INCREASED FROM APPROX. 900 IN 2019 DIRECT CHARITABLE ACTIVITIES GENERAL CONTINUED TO APPROX. 2000. NORMALLY OUR HANDSON CURATORIAL PROGRAM WHICH INCLUDES 48 SANTA FE HIGH SCHOOL STUDENTS IS AN INPERSON YEAR LONG EXPERIENCE REACHING 100 300 PEOPLE INCLUDES EXHIBITION). DUE TO COVID THE STUDENT CURATORS MOVED THE PROGRAM ONLINE REACHING APPROXIMATELY 100 VIRTUALLY. WE CANCELLED OUR IN PERSON EDUCATIONAL PROGRAMS AT LOCAL SCHOOLS AND COLLEGES. THESE INPERSON EXPERIENCES NORMALLY REACH 100400 STUDENTS ANNUALLY. WE CANCELLED OUR IN PERSON FIRST FRIDAY/SUMMER SATURDAY OR ARTIST SIDEBYSIDE PROGRAMS WHICH NORMALLY REACH 140 TO 250 PEOPLE PER YEAR. WE COULD NOT HOLD OUR INPERSON EXHIBITIONS AND EVENTS IN JANUARY AND FEBRUARY EXCEPT JUST PRIOR TO COVID SHUTTING EVERYTHING DOWN WE HELD TWO 2020 PROGRAMS WHICH ACCOMPANIED THE EXHIBITION HOW IT WAS HANDED TO ME THE CAESAR FAMILY LEGACY EACH TOTALED APPROX. 100 INPERSON ATTENDEES.
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06033
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07542
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0303416
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt0109173
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0109173
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0109173
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt058391
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt015958
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt012183
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt015958
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt052230
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt052230
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt052230
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt027621
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt010001
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt010001
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt010001
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01562595
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt016629
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt016629
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0284
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0284
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0284
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt016629
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0303416
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt074988
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt08103
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt027599
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt08103
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt035702
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt051213
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt051213
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt051213
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0102426
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt07752
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt047070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07752
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt054822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt038783
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt057943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt057943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt057943
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt021914
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt04943
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt021914
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt062515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0294718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0140765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0290943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0435484
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0365931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0463105
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0294718
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0140765
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0290943
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0435484
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt08431
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt08432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362014-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372017-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412014-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432017-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442014-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452018-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472019-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492014-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512017-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562014-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572014-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt519345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt66931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt713305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt84148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt916088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1249900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1349802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt147509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1512702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt164915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1721024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt188385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1918376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt208196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2160322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2221379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2313485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt246740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt264039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2711380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt288535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt291481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt304658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt323035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3324003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt357590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt367590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3719710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt386417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3911229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4011647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4214064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4350100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt447372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4531186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4630550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4753624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4846593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt497606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5021396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5112251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5277028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt535621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt545621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5521308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt568042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt575361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58232789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-16848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt311402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt427837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-5698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-3764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-6967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-2228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-8499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1015611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt119166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt152298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt165802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1716234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt184693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-3182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt203704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-26555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-16194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-11107

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Filings

Displayed year

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

Open filing
Assets
$11,654,211
Liabilities
$745,065
Net assets
$10,909,146
Revenue
$463,105
Expenses
$435,484
Net income
$27,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.6$0.59$9.99$0.19$0.48$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.62$10.3$0.49$0.76$0.27
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.64$10.6$0.37$0.68$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.67$10.9$0.55$0.54$0.01
2020Detailed filing. Detailed filing data is available for this year.$11.7$0.75$10.9$0.46$0.44$0.03
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.05$10.9$0.32$0.51$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.01$11.1$0.34$0.46$0.12
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.28$0.45$0.17
2015Detailed filing. Detailed filing data is available for this year.$12.7$0.01$12.7$0.04$0.41$0.37
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.01$13.0$0.34$0.30$0.04
2013Detailed filing. Detailed filing data is available for this year.$13.0$0.01$13.0$0.21$0.27$0.06
2012Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.24
2011Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$5.01
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00