Civic Intelligence

Fridenberg Anna E Res T W

990PF • Fiscal year 2023 • EIN 23-6219103

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 11, 2024

6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-110%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$68,150

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 38.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

23rd percentile

-4.4%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$4,199,720

Down $192,750 (-4.4%) from 2022

Net Assets

Down

$4,199,720

Down $192,750 (-4.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$175,580

Down $21,583 (-11%) from 2022

Expenses

Down

$368,225

Down $33,167 (-8.3%) from 2022

Net Income

Up

-$192,645

Up $11,584 (+5.7%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,298,975Liabilities 2011: $0Net Assets 2011: $4,298,9752011Assets 2012: $4,436,569Liabilities 2012: $0Net Assets 2012: $4,436,5692012Assets 2013: $4,327,474Liabilities 2013: $0Net Assets 2013: $4,327,4742013Assets 2014: $4,694,288Liabilities 2014: $0Net Assets 2014: $4,694,2882014Assets 2015: $4,681,349Liabilities 2015: $0Net Assets 2015: $4,681,3492015Assets 2016: $4,493,702Liabilities 2016: $0Net Assets 2016: $4,493,7022016Assets 2017: $4,483,913Liabilities 2017: $0Net Assets 2017: $4,483,9132017Assets 2018: $4,437,887Liabilities 2018: $0Net Assets 2018: $4,437,8872018Assets 2019: $4,504,417Liabilities 2019: $0Net Assets 2019: $4,504,4172019Assets 2020: $4,350,643Liabilities 2020: $0Net Assets 2020: $4,350,6432020Assets 2021: $4,596,628Liabilities 2021: $0Net Assets 2021: $4,596,6282021Assets 2022: $4,392,470Liabilities 2022: $0Net Assets 2022: $4,392,4702022Assets 2023: $4,199,720Liabilities 2023: $0Net Assets 2023: $4,199,7202023Assets 2024: $5,011,576Liabilities 2024: $0Net Assets 2024: $5,011,5762024

Highlighted filing

2023

Assets$4,199,720
Liabilities$0
Net Assets$4,199,720

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $365,3232011Expenses 2012: $328,9042012Revenue 2013: $181,188Expenses 2013: $307,488Net Income 2013: -$126,3002013Revenue 2014: $680,635Expenses 2014: $315,636Net Income 2014: $364,9992014Revenue 2015: $302,765Expenses 2015: $334,326Net Income 2015: -$31,5612015Revenue 2016: $76,476Expenses 2016: $251,618Net Income 2016: -$175,1422016Revenue 2017: $298,203Expenses 2017: $303,224Net Income 2017: -$5,0212017Revenue 2018: $266,406Expenses 2018: $323,154Net Income 2018: -$56,7482018Revenue 2019: $394,784Expenses 2019: $334,351Net Income 2019: $60,4332019Revenue 2020: $214,915Expenses 2020: $365,435Net Income 2020: -$150,5202020Revenue 2021: $665,192Expenses 2021: $420,262Net Income 2021: $244,9302021Revenue 2022: $197,163Expenses 2022: $401,392Net Income 2022: -$204,2292022Revenue 2023: $175,580Expenses 2023: $368,225Net Income 2023: -$192,6452023Revenue 2024: $1,232,420Expenses 2024: $419,778Net Income 2024: $812,6422024

Highlighted filing

2023

Revenue$175,580
Expenses$368,225
Net Income-$192,645
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 11, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$68,150-$68,150
Thomas J TarkaCo-Trustee-$18,198-$18,198
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALBERT EINSTEIN MEDICAL CENTERGENERAL SUPPORTPCPHILADELPHIA, PA, US$279,000
Filing and Contact Details

Filer

Filer Name
Fridenberg Anna E Res T W
EIN
23-6219103
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2024-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3209260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm337591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3492826C839 VISA INC-CLASS A SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3530303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3609247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38931142103 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0128000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1106522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2215659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt362726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt431287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5165000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6105347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7173299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt865136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt954966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10203708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1198630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1248006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13151000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1464922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15112872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16171000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1787962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1899952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0921937686 VANGUARD S/C VALUE I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1316390152 FIDELITY ADV INTL RL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt200143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt474925K581 BOSTON P LNG/SHRT RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt578464A607 SPDR DOW JONES REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt674256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt804314H758 ARTISAN SMALL CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9921910501 VANGUARD INTL GRTH F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287200 ISHARES CORE S & P 5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1100888Y847 INVESCO BAL RSK COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12003021714 ABERDEEN EMERG MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14693390841 PIMCO HIGH YIELD FD-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1546429B366 ISHARES CMBS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1604314H402 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1700191K609 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18922031760 VANGUARD HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19589509207 MERGER FUND-INST #30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20872365713 TCW EMRG MRKTS INC-P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0170153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1113849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2735187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt350143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt482452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5227471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6500659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7162257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt867627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt969734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10169541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1156158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1282703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13139370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1462913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15102270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16161183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1794544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18115054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0136452
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt034198
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt04930
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0175580
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0175580
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01189
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01189
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt034198
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08635
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt077713
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt086348
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0279000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0279000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0136272
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0136452
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-192645
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0611550
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt034198
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt091069
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04930
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01669
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0288824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt079401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0368225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0170470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0175580
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09824
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt079401
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt089225
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111998-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152009-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt230693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt352318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt430139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt535133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt662081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt735620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt824518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt95692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1028837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1114164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1239156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1316631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1454983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt152094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1610715

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$1.23$0.42$0.81
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.18$0.37$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.20$0.40$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.67$0.42$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.21$0.37$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.39$0.33$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.27$0.32$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.30$0.30$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.08$0.25$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.30$0.33$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.68$0.32$0.36
2013Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.18$0.31$0.13
2012Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.33
2011Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.37
Peer Organizations

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