Civic Intelligence

Blue Mountain Foundation

990PF • Fiscal year 2017 • EIN 23-2586321

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization Profile
1242 Monroe AvenueWyomissing, PA 19610

(610) 898-4403

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

32nd percentile

-3.1%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$732,228

Up $112,519 (+18%) from 2015

Net Assets

$732,228

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin98th percentile

Revenue

Down

$77,795

Down $5,067 (-6.1%) from 2015

Expenses

Down

$7,675

Down $134,566 (-95%) from 2015

Net Income

Up

$70,120

Up $129,499 (+218%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$1.0M$500K$0Assets 2010: $622,727Liabilities 2010: $0Net Assets 2010: $622,7272010Assets 2011: $620,244Liabilities 2011: $12011Assets 2012: $611,399Liabilities 2012: $0Net Assets 2012: $611,3992012Assets 2013: $606,474Liabilities 2013: $0Net Assets 2013: $606,4742013Assets 2014: $679,088Liabilities 2014: $0Net Assets 2014: $679,0882014Assets 2015: $619,709Liabilities 2015: $02015Assets 2017: $732,228Liabilities 2017: $0Net Assets 2017: $732,2282017Assets 2018: $747,255Liabilities 2018: $0Net Assets 2018: $747,2552018Assets 2019: $829,148Liabilities 2019: $0Net Assets 2019: $829,1482019Assets 2020: $857,112Liabilities 2020: $0Net Assets 2020: $857,1122020Assets 2021: $852,939Liabilities 2021: $34,000Net Assets 2021: $818,9392021Assets 2022: $970,279Liabilities 2022: $24,000Net Assets 2022: $946,2792022Assets 2023: $994,257Liabilities 2023: $8,000Net Assets 2023: $986,2572023Assets 2024: $992,185Liabilities 2024: $79,500Net Assets 2024: $912,6852024

Highlighted filing

2017

Assets$732,228
Liabilities$0
Net Assets$732,228
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $94,0152010Revenue 2011: $40,956Expenses 2011: $44,439Net Income 2011: -$3,4832011Expenses 2012: $59,1692012Revenue 2013: $69,364Expenses 2013: $74,289Net Income 2013: -$4,9252013Revenue 2014: $96,500Expenses 2014: $23,886Net Income 2014: $72,6142014Revenue 2015: $82,862Expenses 2015: $142,241Net Income 2015: -$59,3792015Revenue 2017: $77,795Expenses 2017: $7,675Net Income 2017: $70,1202017Revenue 2018: $69,028Expenses 2018: $35,122Net Income 2018: $33,9062018Revenue 2019: $99,294Expenses 2019: $42,530Net Income 2019: $56,7642019Revenue 2020: $89,493Expenses 2020: $58,570Net Income 2020: $30,9232020Revenue 2021: $135,148Expenses 2021: $73,346Net Income 2021: $61,8022021Revenue 2022: $215,307Expenses 2022: $100,481Net Income 2022: $114,8262022Revenue 2023: $217,898Expenses 2023: $92,050Net Income 2023: $125,8482023Revenue 2024: $186,421Expenses 2024: $110,887Net Income 2024: $75,5342024

Highlighted filing

2017

Revenue$77,795
Expenses$7,675
Net Income$70,120
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE O MOLLPresident-$0--
THOMAS MOLLVice Preside-$0--
THOMAS MOLLTreasurer-$0--
HAL LAVINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Blue Mountain Foundation
EIN
23-2586321
Phone
6108984403
Address
1242 MONROE AVENUE, WYOMISSING, PA 19610

Signing Officer

Name
Thomas Moll
Title
Treasurer
Phone
6108984403
Signed
2018-11-09

Preparer

Firm
J Schaeffer & Company LLC
Address
14 COMMERCE DRIVE P O BOX 5766, WYOMISSING, PA 19610
Preparer
Jayne R Schaeffer CPA
Phone
6108984403
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CONESTOGA SMALL CAP INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CRACKER BARREL OLD COUNTRY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CURTISS WRIGHT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DELUXE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DICKS SPORTING GOODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DISCOVER FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DR PEPPER SNAPPLE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EAST WEST BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FACTSET RESEARCH SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FLIR SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FOOT LOCKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GALLAGHER ARTHUR J
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GOLDMAN SACHS SATELLITE STRATEGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HANESBRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HARRIS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HENDERSON INTL OPPORTUNITIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HOLLYFRONTIER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HSN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HUBBELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49INTERDIGITAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50IVY INTERNATIONAL CORE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51J2 GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JANUS HENDERSON INTL OPPT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LAMAR ADVERTISING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LEIDOS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MACYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MANPOWER GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MARSH & MCLENNAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MAXIMUS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MCCORMICK & COMPANY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MCKESSON HBOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MEDNAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MEREDITH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MFS NEW DISCOVERY VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PANERA BREAD COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PAREXEL INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73RESMED INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74RPM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76STANLEY BLACK & DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SYNNEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79T ROWE PRICE INTL DISCOVERY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TORCHMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TORO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TUPPERWARE BRANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85UGI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88UNITED THERAPEUTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VARIAN MEDICAL SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VF CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WINTRUST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97WORLD FUEL SERVICES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WORTHINGTON INDUSTRIES
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0158690
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0158999
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt011998
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt060590
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05207
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt077795
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt077795
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt060590
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04659
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04659
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011998
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011998
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt070120
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0301237
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05207
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05207
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt060590
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt074779
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03016
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt077795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt077795
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42008-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72008-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142008-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202011-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222010-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242011-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322010-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342011-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372008-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392008-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412011-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442008-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452016-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462010-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472015-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492010-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502008-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512008-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-05-03

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Filings

Displayed year

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

Open filing
Assets
$732,228
Liabilities
$0
Net assets
$732,228
Revenue
$77,795
Expenses
$7,675
Net income
$70,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.92$0.80$9.13$1.86$1.11$0.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.94$0.08$9.86$2.18$0.92$1.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$0.24$9.46$2.15$1.00$1.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.53$0.34$8.19$1.35$0.73$0.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.57$0.00$8.57$0.89$0.59$0.31
2019Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.99$0.43$0.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.00$7.47$0.69$0.35$0.34
2017Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.78$0.08$0.70
2015Summary only. Only limited summary data is available for this year.$6.20$0.00$0.83$1.42$0.59
2014Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.97$0.24$0.73
2013Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.69$0.74$0.05
2012Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.59
2011Summary only. Only limited summary data is available for this year.$6.20$0.00$0.41$0.44$0.03
2010Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.94