Civic Intelligence

River Branch Foundation

990PF • Fiscal year 2013 • EIN 22-6054887

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 17, 2014

Organization Profile
177 4th Avenue N 2nd Floor32250

(904) 396-5831

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

40th percentile

1.3%

Faster asset growth than 40% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

47th percentile

3.7%

Faster revenue growth than 47% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$15,532,662

Up $191,912 (+1.3%) from 2012

Net Assets

$15,504,047

No earlier filing loaded for comparison.

Liabilities

Up

$28,615

Up $28,614 (+2861400%) from 2012

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin65th percentile

Revenue

Up

$1,368,189

Up $49,086 (+3.7%) from 2012

Expenses

Down

$1,204,892

Down $65,681 (-5.2%) from 2012

Net Income

Up

$163,297

Up $114,767 (+236%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $15,911,945Liabilities 2010: $0Net Assets 2010: $15,911,9452010Assets 2011: $15,292,220Liabilities 2011: $12011Assets 2012: $15,340,750Liabilities 2012: $12012Assets 2013: $15,532,662Liabilities 2013: $28,615Net Assets 2013: $15,504,0472013Assets 2014: $16,407,998Liabilities 2014: $94,715Net Assets 2014: $16,313,2832014Assets 2015: $16,168,911Liabilities 2015: $0Net Assets 2015: $16,168,9112015Assets 2016: $15,697,477Liabilities 2016: $0Net Assets 2016: $15,697,4772016Assets 2017: $15,895,221Liabilities 2017: $12,545Net Assets 2017: $15,882,6762017Assets 2018: $15,954,310Liabilities 2018: $0Net Assets 2018: $15,954,3102018Assets 2019: $15,488,911Liabilities 2019: $0Net Assets 2019: $15,488,9112019Assets 2020: $17,351,525Liabilities 2020: $49,679Net Assets 2020: $17,301,8462020Assets 2021: $17,203,480Liabilities 2021: $0Net Assets 2021: $17,203,4802021Assets 2022: $17,679,906Liabilities 2022: $851Net Assets 2022: $17,679,0552022Assets 2023: $19,937,242Liabilities 2023: $8,751Net Assets 2023: $19,928,4912023Assets 2024: $16,884,319Liabilities 2024: $75,555Net Assets 2024: $16,808,7642024

Highlighted filing

2013

Assets$15,532,662
Liabilities$28,615
Net Assets$15,504,047
Open 2013 Filing

Operations Trend

Revenue Growth47th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $835,6422010Revenue 2011: $250,764Expenses 2011: $870,489Net Income 2011: -$619,7252011Revenue 2012: $1,319,103Expenses 2012: $1,270,573Net Income 2012: $48,5302012Revenue 2013: $1,368,189Expenses 2013: $1,204,892Net Income 2013: $163,2972013Revenue 2014: $1,774,717Expenses 2014: $965,481Net Income 2014: $809,2362014Revenue 2015: $1,201,054Expenses 2015: $1,345,426Net Income 2015: -$144,3722015Revenue 2016: $1,388,973Expenses 2016: $1,860,407Net Income 2016: -$471,4342016Revenue 2017: $1,385,735Expenses 2017: $1,200,536Net Income 2017: $185,1992017Revenue 2018: $1,944,643Expenses 2018: $1,873,009Net Income 2018: $71,6342018Revenue 2019: $749,078Expenses 2019: $1,214,477Net Income 2019: -$465,3992019Revenue 2020: $3,216,860Expenses 2020: $1,403,925Net Income 2020: $1,812,9352020Revenue 2021: $2,265,733Expenses 2021: $2,364,099Net Income 2021: -$98,3662021Revenue 2022: $2,687,137Expenses 2022: $2,203,263Net Income 2022: $483,8742022Revenue 2023: $3,307,946Expenses 2023: $1,059,550Net Income 2023: $2,248,3962023Revenue 2024: $8,752,269Expenses 2024: $11,871,992Net Income 2024: -$3,119,7232024

Highlighted filing

2013

Revenue$1,368,189
Expenses$1,204,892
Net Income$163,297
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 17, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER JOHNSON DUKEDirector-$0--
JUDITH LEROUXTrustee-$0--
SIMON GREGGTrustee-$0--
JASON GREGGTrustee-$0--
Filing and Contact Details

Filer

EIN
22-6054887
Phone
9043965831

Signing Officer

Name
Jennifer Johnson Duke
Title
Director
Phone
9043965831
Signed
2014-07-17
Discuss with paid preparer
Yes

Preparer

Preparer
Edward P Schmitzer
Phone
9043965831
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm592785 SHS - ROCHE HOLDINGS LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm603824 SHS - SOUTHWESTERN ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611200 SHS - STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621400 SHS - STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631000 SHS - STRYKER CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm645032 SHS - TEXAS INSTRS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651186 SHS - TIFFANY & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661700 SHS - TJX COMPANIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671069 SHS - UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681150 SHS - UNITED PARCEL SERVICES INC. CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm693772 SHS - US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm705050 SHS - UTI WORLDWIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71481 SHS - VISA INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm727007 SHS - WELLS FARGO & CO NEW COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73900 SHS - W W GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm741649 SHS - YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7577173 SHS - LONGLEAF PARTNERS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7641879 SHS - OAKMARK INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7731537 SHS - OAKMARK INTERNATIONAL SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7839804 SHS - TWEEDY BROWNE GLOBAL VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79100583 SHS - VANGUARD S/T INVESTMENT GRADE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0307335
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01049788
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01357123
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01357123
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03276
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09829
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013105
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01049788
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01053243
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01053243
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt011066
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0307335
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0307335
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0163297
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03677237
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt011045
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011045
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01049788
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01245132
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0503
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt093373
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt093373
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08789
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt033623
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01067564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0111991
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01204892
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01357123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01368189
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014321
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0111991
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0151649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342012-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392012-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402012-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422012-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452012-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462012-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492012-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502012-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602010-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632012-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642012-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782012-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792012-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832013-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842010-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852010-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902011-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912011-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012011-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022011-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102010-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112010-01-07

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,532,662
Liabilities
$28,615
Net assets
$15,504,047
Revenue
$1,368,189
Expenses
$1,204,892
Net income
$163,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.08$16.8$8.75$11.9$3.12
2023Detailed filing. Detailed filing data is available for this year.$19.9$0.01$19.9$3.31$1.06$2.25
2022Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$2.69$2.20$0.48
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$2.27$2.36$0.10
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.05$17.3$3.22$1.40$1.81
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.75$1.21$0.47
2018Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$1.94$1.87$0.07
2017Detailed filing. Detailed filing data is available for this year.$15.9$0.01$15.9$1.39$1.20$0.19
2016Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.39$1.86$0.47
2015Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$1.20$1.35$0.14
2014Detailed filing. Detailed filing data is available for this year.$16.4$0.09$16.3$1.77$0.97$0.81
2013Detailed filing. Detailed filing data is available for this year.$15.5$0.03$15.5$1.37$1.20$0.16
2012Summary only. Only limited summary data is available for this year.$15.3$0.00$1.32$1.27$0.05
2011Summary only. Only limited summary data is available for this year.$15.3$0.00$0.25$0.87$0.62
2010Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.84