Civic Intelligence

The Resource Foundation Inc.

990PF • Fiscal year 2014 • EIN 22-2870501

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 06, 2015

Organization Profile
C/O Wj Mckeever CO Llc PO Box 5147Greenwich, CT 06831

(203) 622-8625

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$135,446

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

88th percentile

22%

Faster asset growth than 88% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

93%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$12,229,313

Up $2,234,849 (+22%) from 2013

Net Assets

Up

$12,227,377

Up $2,258,290 (+23%) from 2013

Liabilities

Down

$1,936

Down $23,441 (-92%) from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin93rd percentile

Revenue

Up

$3,268,265

Up $1,573,583 (+93%) from 2013

Expenses

Up

$1,009,975

Up $39,291 (+4.0%) from 2013

Net Income

Up

$2,258,290

Up $1,534,292 (+212%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $9,266,882Liabilities 2011: $239,2082011Assets 2012: $9,254,222Liabilities 2012: $9,1332012Assets 2013: $9,994,464Liabilities 2013: $25,377Net Assets 2013: $9,969,0872013Assets 2014: $12,229,313Liabilities 2014: $1,936Net Assets 2014: $12,227,3772014Assets 2015: $12,261,029Liabilities 2015: $241Net Assets 2015: $12,260,7882015Assets 2016: $12,121,659Liabilities 2016: $416Net Assets 2016: $12,121,2432016Assets 2017: $12,430,354Liabilities 2017: $229Net Assets 2017: $12,430,1252017Assets 2018: $13,368,235Liabilities 2018: $1,168Net Assets 2018: $13,367,0672018Assets 2019: $13,130,006Liabilities 2019: $0Net Assets 2019: $13,130,0062019Assets 2020: $13,567,876Liabilities 2020: $17,352Net Assets 2020: $13,550,5242020Assets 2021: $15,578,037Liabilities 2021: $12,480Net Assets 2021: $15,565,5572021Assets 2022: $15,548,336Liabilities 2022: $10,712Net Assets 2022: $15,537,6242022Assets 2023: $15,440,172Liabilities 2023: $25,487Net Assets 2023: $15,414,6852023Assets 2024: $15,012,968Liabilities 2024: $27,835Net Assets 2024: $14,985,1332024

Highlighted filing

2014

Assets$12,229,313
Liabilities$1,936
Net Assets$12,227,377
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $511,012Expenses 2011: $685,580Net Income 2011: -$174,5682011Revenue 2012: $1,054,856Expenses 2012: $837,441Net Income 2012: $217,4152012Revenue 2013: $1,694,682Expenses 2013: $970,684Net Income 2013: $723,9982013Revenue 2014: $3,268,265Expenses 2014: $1,009,975Net Income 2014: $2,258,2902014Revenue 2015: $817,705Expenses 2015: $693,993Net Income 2015: $123,7122015Revenue 2016: $709,031Expenses 2016: $848,576Net Income 2016: -$139,5452016Revenue 2017: $1,223,611Expenses 2017: $914,729Net Income 2017: $308,8822017Revenue 2018: $1,823,936Expenses 2018: $896,471Net Income 2018: $927,4652018Revenue 2019: $1,298,859Expenses 2019: $1,072,103Net Income 2019: $226,7562019Revenue 2020: $1,850,814Expenses 2020: $1,062,969Net Income 2020: $787,8452020Revenue 2021: $3,073,672Expenses 2021: $1,070,160Net Income 2021: $2,003,5122021Revenue 2022: $954,973Expenses 2022: $1,217,633Net Income 2022: -$262,6602022Revenue 2023: $667,836Expenses 2023: $1,201,502Net Income 2023: -$533,6662023Revenue 2024: $909,064Expenses 2024: $1,417,440Net Income 2024: -$508,3762024

Highlighted filing

2014

Revenue$3,268,265
Expenses$1,009,975
Net Income$2,258,290
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON J ALLENSecretaryFT$86,144$49,302$135,446
ROY B SIMPSONChmn/PresidentPT$0--
EDITH J SIMPSONTreasurer-$0--
NANCY E BLAIRDirector-$0--
MARY-ELIZABETH JOY SIMPSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Resource Foundation Inc
EIN
22-2870501
Phone
2036228625
Address
C/O WJ MCKEEVER CO LLC PO BOX 5147, GREENWICH, CT 06831

Signing Officer

Name
Roy B Simpson
Title
Chmn/director
Phone
2036228625
Signed
2015-11-06

Preparer

Firm
Walter J Mckeever & Company LLC
Address
PO BOX 5147 15 VALLEY DRIVE, GREENWICH, CT 06831
Preparer
Denise C Doria
Phone
2036228625
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3546,806 SHS AIT GLOBAL EMERGING MARKETS FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3614,886 SHS. T. ROWE PRICE NEW ASIA FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3762,722 SHD BBH WEALTH STRATEGIES LLC REMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3820,725 SHS. DOUBLELINE TOT RET BD FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm398,754 SHS DOUBLELINE EMG MKTS INC-1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm405,523 SHS FIDELITY FLOATING RATE HIGH INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4114,831 SHS LOOMIS SAYLES BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4219,979 SHS. PIMCO INCOME FD - INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4320,447 SHS. PIMCO MTGE OPPORTUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4412,500 SHS. PIMCO DYNAMIC INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45485 SHS. WISDOMTREE EMERGING MKT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm466,500 SHS GOODYEAR TIRE & RUBBER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472,000 SHS COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482,000 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491,800 SHS WILLIAMS SONOMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501,250 SHS ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51789 SHS GOOGLE INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm526,000 SHS YAHOO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm536,000 SHS GOLUB CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm547,000 SHS CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551,250 SHS KANSAS CITY SOUTHN INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm563,000 MAGELLAN MIDSTREAM PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm575,000 SHS AMERIGAS PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm586,000 SHS BLACKSTONE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm593,000 SHS DISCOVER FINANCIAL SVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm607,500 SHS NEW MOUNTAIN FINANCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm612,500 SHS CROWN CASTLE REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm627,500 SHS PUREFUNDS ISE CYBER SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm632,500 SHS MARKET VECTORS BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm642,000 SHS AMERICAN INTL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm653,500 SHS AMERICAN AIRLINES GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm663,000 SHS EQT MIDSTREAM PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm676,169 SHS OUTFRONT MEADIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681,000 SHS ACTAVIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm693,445 SHS LIBERTY GLOBAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm703,500 SHS NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71750 SHS. JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7213,799 SHS. PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm735,000 SHS. GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm741,000 SHS. CANADIAN PAC RY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75525 SHS. PEPSICO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761,500 SHS. HARLEY DAVIDSON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771,250 SHS. BED BATH & BEYOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm782,075 SHS AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791,250 SHS CROWN CASTLE INTERNATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm801,250 SHS DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81250 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm821,750 SHS PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm832,000 SHS NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm841,000 SHS FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85500 SHS GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm862,000 SHS AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm872,500 SHS GOLAR LNG LTD BERMUDA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm882,000 SHS LYONDELLBASELL INDUSTRIES NV-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm892,000 SHS CHICAGO BRIDGE & IRON CO NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm901,500 SHS. OCCIDENTAL PETROLEUM CORP
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0203900
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0227781
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0290190
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0420680
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0710870
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0710870
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08643
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02161
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010804
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0420680
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt064608
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021536
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt086144
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0756229
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0756229
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02557395
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0290190
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0290190
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02258290
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06443810
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0420680
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0603666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012540
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014415
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt070103
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt070103
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt042893
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt06409
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt049302
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt010510
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05086
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt022718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0895649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0107204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01009975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0710870
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03268265
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0139420
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0107204
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0253746
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22006-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32006-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52006-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82006-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92008-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112008-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122008-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132008-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152006-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162008-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172003-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182008-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212008-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222008-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232011-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242008-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252008-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262009-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322012-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342012-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412008-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422008-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432008-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442013-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452013-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462013-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482013-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492013-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522014-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532013-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542014-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562013-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572013-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592010-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602012-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612012-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622013-03-01

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,229,313
Liabilities
$1,936
Net assets
$12,227,377
Revenue
$3,268,265
Expenses
$1,009,975
Net income
$2,258,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.0$0.03$15.0$0.91$1.42$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.03$15.4$0.67$1.20$0.53
2022Detailed filing. Detailed filing data is available for this year.$15.5$0.01$15.5$0.95$1.22$0.26
2021Detailed filing. Detailed filing data is available for this year.$15.6$0.01$15.6$3.07$1.07$2.00
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.02$13.6$1.85$1.06$0.79
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.30$1.07$0.23
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.82$0.90$0.93
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.22$0.91$0.31
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.71$0.85$0.14
2015Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.82$0.69$0.12
2014Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$3.27$1.01$2.26
2013Detailed filing. Detailed filing data is available for this year.$9.99$0.03$9.97$1.69$0.97$0.72
2012Summary only. Only limited summary data is available for this year.$9.25$0.01$1.05$0.84$0.22
2011Summary only. Only limited summary data is available for this year.$9.27$0.24$0.51$0.69$0.17
Peer Organizations

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