Civic Intelligence

Withington Foundation Inc C/O Andrew K Rooke

990PF • Fiscal year 2019 • EIN 22-3291812

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

7029 Sheaff LaneFort Washington, PA 19034

(215) 591-9573

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

360%

Higher net margin than 100% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

6th percentile

-11%

Faster asset growth than 6% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Down

$14,185,943

Down $1,760,537 (-11%) from 2018

Net Assets

Down

$14,156,523

Down $1,789,737 (-11%) from 2018

Liabilities

Up

$29,420

Up $29,200 (+13273%) from 2018

Revenue

Down

-$486,386

Down $2,411,170 (-125%) from 2018

Expenses

Up

$1,263,688

Up $73,680 (+6.2%) from 2018

Net Income

Down

-$1,750,074

Down $2,484,850 (-338%) from 2018

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $17,633,055Liabilities 2010: $21,507Net Assets 2010: $17,611,5482010Assets 2011: $17,140,213Liabilities 2011: $20,680Net Assets 2011: $17,119,5332011Assets 2012: $16,766,426Liabilities 2012: $18,632Net Assets 2012: $16,747,7942012Assets 2013: $16,590,060Liabilities 2013: $17,533Net Assets 2013: $16,572,5272013Assets 2014: $16,373,430Liabilities 2014: $18,025Net Assets 2014: $16,355,4052014Assets 2015: $15,935,000Liabilities 2015: $0Net Assets 2015: $15,935,0002015Assets 2016: $15,294,859Liabilities 2016: $0Net Assets 2016: $15,294,8592016Assets 2017: $15,214,730Liabilities 2017: $1,845Net Assets 2017: $15,212,8852017Assets 2018: $15,946,480Liabilities 2018: $220Net Assets 2018: $15,946,2602018Assets 2019: $14,185,943Liabilities 2019: $29,420Net Assets 2019: $14,156,5232019Assets 2020: $13,133,543Liabilities 2020: $170Net Assets 2020: $13,133,3732020Assets 2021: $12,788,554Liabilities 2021: $2,811Net Assets 2021: $12,785,7432021Assets 2022: $12,405,877Liabilities 2022: $2,236Net Assets 2022: $12,403,6412022Assets 2023: $11,336,463Liabilities 2023: $1,480Net Assets 2023: $11,334,9832023Assets 2024: $23,497,277Liabilities 2024: $97,500Net Assets 2024: $23,399,7772024

Highlighted filing

2019

Assets$14,185,943
Liabilities$29,420
Net Assets$14,156,523

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,287,3942010Expenses 2011: $1,207,1902011Expenses 2012: $1,274,7272012Revenue 2013: $1,091,157Expenses 2013: $1,283,403Net Income 2013: -$192,2462013Revenue 2014: $1,148,594Expenses 2014: $1,371,007Net Income 2014: -$222,4132014Revenue 2015: $1,207,147Expenses 2015: $1,317,316Net Income 2015: -$110,1692015Revenue 2016: $881,147Expenses 2016: $1,291,801Net Income 2016: -$410,6542016Revenue 2017: $1,148,310Expenses 2017: $1,223,733Net Income 2017: -$75,4232017Revenue 2018: $1,924,784Expenses 2018: $1,190,008Net Income 2018: $734,7762018Revenue 2019: -$486,386Expenses 2019: $1,263,688Net Income 2019: -$1,750,0742019Revenue 2020: $175,592Expenses 2020: $1,198,479Net Income 2020: -$1,022,8872020Revenue 2021: $690,092Expenses 2021: $1,050,813Net Income 2021: -$360,7212021Revenue 2022: $647,642Expenses 2022: $1,033,065Net Income 2022: -$385,4232022Revenue 2023: $341,688Expenses 2023: $1,412,118Net Income 2023: -$1,070,4302023Revenue 2024: $13,558,493Expenses 2024: $1,552,296Net Income 2024: $12,006,1972024

Highlighted filing

2019

Revenue-$486,386
Expenses$1,263,688
Net Income-$1,750,074
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW K ROOKEPresidentPT$0--
TAYLOR ROOKEVice PresidentPT$0--
CHARLES C ROOKESecretary TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Withington Foundation Inc
EIN
22-3291812
Phone
2155919573
Address
7029 SHEAFF LANE, FORT WASHINGTON, PA 19034

Signing Officer

Name
Andrew K Rooke
Title
Officer
Phone
2155919573
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Mcgee Hearne & Paiz Llp
Address
PO BOX 1088, CHEYENNE, WY 82003
Preparer
Amber Nuse
Phone
3076342151
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CATERPILLAR INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COCA COLA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COMM SERVICES SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CONSOLIDATED EDISON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CONSUMER DISCRETIONARY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DISNEY (WALT) CO COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DOW INC RREG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DUKE ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DUPONT E I DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EASTMAN CHEMICAL CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EVERSOURCE ENERGY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FACTSET RESH SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40FEDEX CORP DELAWARE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FIDELITY 500 INDEX FD-AL - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FIDELITY INTERNATIONAL INDEX FUND - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FIRST TR EXCHANGE TRADED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GENL DYNAMICS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GLOBAL X MLP & ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HDFC BANK LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HEALTH CARE SELECT SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HESS MIDSTREAM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HONEYWELL INTL INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54INTL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ISHARES CORE DIVIDEND GROWTH - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES CORE U.S.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ISHARES FLOATING RATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ISHARES MSCI INDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ISHARES NASDAQ BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ISHARES TIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62JPM BTABLDRS DEV ASIA X-JPN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63JPMORGAN BETABUILDERS CANADA ETF - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64JPMORGAN BETABUILDERS EUROPE - ETF - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JPMORGAN BETABUILDERS JAPAN - ETF - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67L3HARRIS TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LAM RESEARCH CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MCKESSON CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MIMEDX GROUP INC - ML 4492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MRI INTERVENTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NESTLE S A REP RG SH ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76OCCIDENTAL PETE CORP CAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ONEOK INC (OKLAHOMA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ORACLE CORP $0.01 DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PIMCO ENHANCED SHORTQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PLAINS GP HOLDINGS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ROBO GLOBAL ROBOTICS ROBO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ROCHE HLDG LTD SPN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SECTOR SPDR INDUSTRIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SIMON PROPERTY GROUP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SIX CIRCLE MGD EQ INTL UNICON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SIX CIRCLE MGD EQ US UNICON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SPDR BLMBRG BARCLAYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SPDR INDEX SHS FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SPDR S P BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94STANLEY BLACK & DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TARGA RESOURCES CORP - ML 4493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UBS E-TRACS ALERIAN MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UGI CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99UNILEVER PLC NEW - UL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101UNITED HEALTH GROUP INC UNH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102UNITED PARCEL SVC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103UNITED TECHS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104VANGUARD INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VANGUARD TOTAL BOND MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VERIZON COMMUNICATNS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107VISA INC CL A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109WILLIAMS COMPANIES DEL - ML 4493
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0315066
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0228499
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02926
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt019109
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0531390
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ORDINARY INCOME/(LOSS) FROM K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1NET RENTAL REAL ESTATE INCOME/(LOSS) FROM K-1'S
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-14170
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-1054957
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt017141
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-503527
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt017141
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-486386
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0228499
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01018800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01018800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0315066
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0315066
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1750074
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02931176
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02926
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02926
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0228499
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt038568
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt038568
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt021569
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021569
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-1050018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-1032877
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0149993
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0149993
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01857
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt034758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01018800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0211987
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01263688
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0-503527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-486386
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0211987
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0244888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-01-01

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$0.10$23.4$13.6$1.55$12.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$0.34$1.41$1.07
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.65$1.03$0.39
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.69$1.05$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$0.18$1.20$1.02
2019Detailed filing. Detailed filing data is available for this year.$14.2$0.03$14.2$0.49$1.26$1.75
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$1.92$1.19$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$1.15$1.22$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.00$15.3$0.88$1.29$0.41
2015Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.21$1.32$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.02$16.4$1.15$1.37$0.22
2013Detailed filing. Detailed filing data is available for this year.$16.6$0.02$16.6$1.09$1.28$0.19
2012Detailed filing. Detailed filing data is available for this year.$16.8$0.02$16.7$1.27
2011Detailed filing. Detailed filing data is available for this year.$17.1$0.02$17.1$1.21
2010Detailed filing. Detailed filing data is available for this year.$17.6$0.02$17.6$1.29