Civic Intelligence

The Sita Foundation

990PF • Fiscal year 2019 • EIN 26-0011433

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

Organization Profile
19384 Chablis CourtSaratoga, CA 95070

(408) 867-0884

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

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

Net Margin

94th percentile

76%

Higher net margin than 94% 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.

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

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

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

97th percentile

302%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,492,882

Up $1,696,075 (+11%) from 2018

Net Assets

Up

$17,489,838

Up $1,693,031 (+11%) from 2018

Liabilities

Up

$3,044

Up $3,044 from 2018

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin94th percentile

Revenue

Up

$2,230,034

Up $1,674,990 (+302%) from 2018

Expenses

Down

$537,003

Down $332,749 (-38%) from 2018

Net Income

Up

$1,693,031

Up $2,007,739 (+638%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$20M$15M$10M$5.0M$0Assets 2015: $16,554,327Liabilities 2015: $0Net Assets 2015: $16,554,3272015Assets 2016: $15,941,021Liabilities 2016: $0Net Assets 2016: $15,941,0212016Assets 2017: $16,111,515Liabilities 2017: $0Net Assets 2017: $16,111,5152017Assets 2018: $15,796,807Liabilities 2018: $0Net Assets 2018: $15,796,8072018Assets 2019: $17,492,882Liabilities 2019: $3,044Net Assets 2019: $17,489,8382019Assets 2020: $17,326,189Liabilities 2020: $25,654Net Assets 2020: $17,300,5352020Assets 2021: $17,196,611Liabilities 2021: $0Net Assets 2021: $17,196,6112021Assets 2022: $16,982,821Liabilities 2022: $0Net Assets 2022: $16,982,8212022Assets 2023: $12,854,686Liabilities 2023: $0Net Assets 2023: $12,854,6862023Assets 2024: $9,501,216Liabilities 2024: $0Net Assets 2024: $9,501,2162024

Highlighted filing

2019

Assets$17,492,882
Liabilities$3,044
Net Assets$17,489,838
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $14,860,285Expenses 2015: $866,309Net Income 2015: $13,993,9762015Revenue 2016: $369,785Expenses 2016: $827,031Net Income 2016: -$457,2462016Revenue 2017: $525,619Expenses 2017: $355,125Net Income 2017: $170,4942017Revenue 2018: $555,044Expenses 2018: $869,752Net Income 2018: -$314,7082018Revenue 2019: $2,230,034Expenses 2019: $537,003Net Income 2019: $1,693,0312019Revenue 2020: $507,400Expenses 2020: $696,703Net Income 2020: -$189,3032020Revenue 2021: $633,189Expenses 2021: $737,113Net Income 2021: -$103,9242021Revenue 2022: $574,569Expenses 2022: $788,359Net Income 2022: -$213,7902022Revenue 2023: $383,340Expenses 2023: $4,511,475Net Income 2023: -$4,128,1352023Revenue 2024: $152,716Expenses 2024: $3,506,186Net Income 2024: -$3,353,4702024

Highlighted filing

2019

Revenue$2,230,034
Expenses$537,003
Net Income$1,693,031
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIJAY ULLALPresident-$0--
JAYSHREE ULLALSecretary-$0--
ADEETI ULLALVice President-$0--
TARINI ULLALVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Sita Foundation
EIN
26-0011433
Phone
4088670884
Address
19384 CHABLIS COURT, SARATOGA, CA 95070

Signing Officer

Name
Jayshree Ullal
Title
Secretary
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Green Tree Accounting
Address
548 Market Street 47243, San Francisco, CA 94104
Preparer
Angela Heslop
Phone
4087716820
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt853951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt918344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1011008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1468017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1544237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1614413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1729335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1813363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt192651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD HIGH DIVIDEND YLD INDEX FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD 500 INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2TPG RE FINANCE TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLIANZGI CONV & INC PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ANNALY CAP MGT INC PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APOLLO GLOBAL MGT PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BANK AMERICA PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BANK AMERICA SER CC PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BANK OF AMERICA PFD 6.5%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BANK AMERICA PFD 6%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CAPITAL ONE PFD 2%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DUKE ENERGY PFD 5.75%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ENTERGY ARK LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ENTERGY ARK 1ST MTG LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ENTERGY LA LLC COLLATERAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ENTERGY LA 1ST MTG LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ENTERGY MISS LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17GMAC CAP PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18KIMCO REALTY CORP PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PARTNERRE PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20STIFEL FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21WELLS FARGO 5.7% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22WELLS FARGO 6% PFD
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03219533
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03219163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt019289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt386323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt419096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt57174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt687874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt73008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt811777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt921069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1020998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1129908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12119730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1380673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1460550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt151023173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt165365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHS S&P 100 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SPDR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANECK VECTORS INDONESIA INDEX ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BARKLAY'S BANK PLC ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLACKROCK LTD DURATION INC TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BLACKROCK CREDIT ALLOC INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BLACKROCK MUNIVEST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BLACKROCK CORPORATE HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BLACKROCK DEBT STRATEGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIRST TR HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10INVESCO SR INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11INVESCO MUNI TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12INVESCO MUNI OPP TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13WELLS FARGO INC OPP FND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14WESTERN ASSET INC FND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15WESTERN ASSET HIGH YLD DEF OPP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ISHS TR IBOXX $ HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHS TR PFD & INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18PROSHS TR ULTRASHORT 20YR TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19OPTIONS VARIOUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ISHS TR GLOBAL REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21BLACKROCK MUNI INC TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt389443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt419891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt689880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt811668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt921606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1020982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1130643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12121005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1382097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1462926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1520060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161035646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt175385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0478758
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01720268
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt024672
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02230034
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02230034
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0634
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0634
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01268
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01720268
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0496505
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0496505
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0478758
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0478758
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01693031
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt022424809
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt024672
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt024672
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01720268
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02210171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0283
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06336
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt012451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt024902
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0509872
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0537003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02223698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02230034
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013367
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013527
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-01-01

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,492,882
Liabilities
$3,044
Net assets
$17,489,838
Revenue
$2,230,034
Expenses
$537,003
Net income
$1,693,031
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.15$3.51$3.35
2023Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.38$4.51$4.13
2022Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.57$0.79$0.21
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.63$0.74$0.10
2020Detailed filing. Detailed filing data is available for this year.$17.3$0.03$17.3$0.51$0.70$0.19
2019Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.23$0.54$1.69
2018Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.56$0.87$0.31
2017Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.53$0.36$0.17
2016Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.37$0.83$0.46
2015Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$14.9$0.87$14.0